Creates a Billable Item

Creates a contact

Creates a Workspace on the Schedule

Updates an existing Booking.

Updates an existing project.

Updates a Service in the system

Finds a Billable Item

Finds a booking status

Finds an existing contact

Finds a Resource.

Finds a Workspace in the system

Finds an existing Booking

Finds an existing project

Finds a Service in the system

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)

Updates an existing quote.

Uploads an attachment to a selected Xero resource. Resources can have a maximum of 10 attachments.

Finds a contact by name or account number.

Finds an employee based on email.

Finds a Purchase Order

Returns a list of History Records for a given Invoice ID.

Finds an item by name or code.

Finds or creates a specific contact.

Creates a Booking

Creates a Project

Updates a Billable Item

Updates a contact

Updates a Resource to be added to Bookings

Updates a Workspace that contains a set of Resources

Finds an existing Booking

Finds a contact that has been marked as a client.

Finds an existing project

Finds a Service in the system

Finds a Billable Item

Finds an existing contact

Finds a Resource.

Finds a Workspace in the system

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.