Connect NationBuilder and Xero to unlock the power of automation

Adds people or organizations to a specified list.

Awards social capital to a specified signup.

Creates a new RSVP for an event in NationBuilder.

Adds a new membership type to a person in NationBuilder.

Creates a new private note for a person in NationBuilder.

Add a tag to a person or organization.

Updates an existing membership in NationBuilder.

Finds events by their ID, name, page id or event id.

Search for all participants on a specific path.

Search for person or organization tags by signup ID and/or tag ID.

Triggers when you add a new bill. (Accounts Payable).

Triggers when a new credit note is created.

Triggers when you run or refresh one of the selected Xero report types (Balance Sheet, Profit & Loss, etc.).

Triggers when you receive a new payment.

Triggers when a new project is created. May not trigger if there are more than 500 projects.

Triggers when a new quote is created.

Triggers when a new Sales Invoice (Accounts Receivable) is created.

Triggers when a new employee is updated (Exclusively for Australian Instances).

Triggers when a quote is created or updated.

Add a note which will appear in the invoice history.

Allocates a credit note to an invoice.

Transfers money between two bank accounts.

Creates a new account.

Creates a new credit note for a contact.

Send Sales Invoice by Email

Creates an inventory item.

Creates a new sales invoice (Accounts Receivable).

Creates a new project for a contact.

Creates a template that generates regular invoices.

Updates an existing Purchase Order.

Updates existing sales invoice (Accounts Receivable).

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Finds a credit note by number or reference and retrieves its PDF.

Find a specific invoice using its unique Invoice ID.

Finds quotes by contact ID.

Finds an invoice by number or reference.

Finds a payment by ID or reference.

Finds or creates an item.

Adds a person to a specific path.

Enrolls a person in a specified automation.

Creates a new logged contact in NationBuilder.

Creates a new petition signature.

Creates a new person or organization in NationBuilder. If the person already exists, it will update the existing person.

Delete a tag on the person or organization profile using the Person ID and Tag ID.

Updates information about a Path Journey (status, step, etc.).

Searches for lists by name or ID and returns detailed list information. Partial name matching is supported.

Search for a person or organization by email address

Triggers when a new bank transaction is created.

Triggers when you add a new contact.

Triggers when a new employee is created (Exclusively for Australian Instances).

Triggers when a sales invoice is overdue by a specified number of days.

Triggers when a new payslip is created.

Triggers when a new purchase order is created or enters a status for the first time.

Triggers when a payment is reconciled for the first time.

Triggers when a contact is created or updated.

Triggers when a Sales Invoice is updated.

Adds line items to an existing sales invoice.

Creates or updates one or more stock items.

Creates a new Spend/Receive Money bank transaction.

Creates a new contact or updates a contact if a contact already exists.

Creates a new quote draft.

Deletes a credit note allocation on an invoice.

Creates an employee in Xero. (Exclusively for Australian Instances)

Creates a new bill (Accounts Payable).

Applies a payment to an invoice.

Creates a new purchase order for a contact.

Updates an existing employee in Xero. (Exclusively for Australian Instances)