Square + Harvest + Xero Integrations
How to connect Square + Harvest + Xero
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Do even more with Square + Harvest + Xero
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Square, Harvest, and Xero. And don’t forget that you can add more apps and actions to create complex workflows.
New AppointmentTriggers when a new appointment is created.Trigger- New Catalog ItemTriggers when a new catalog item is created.Trigger
- New CustomerTriggers when a new customer is created.Trigger
- New InvoiceTriggers when a new invoice is added.Trigger
- New OrderTriggers when a new order is processed.Trigger
- Add Customer to GroupAdds a customer to a group.Action
- Create AppointmentCreates a new appointment.Action
- Create CustomerCreates a customer.Action
- Square
Creates a new draft invoice for an order.
Scheduled
Action
- Square
Creates an order.
Scheduled
Action
- Square
Removes a customer from a group.
Scheduled
Action
- Square
Sends an existing draft invoice.
Scheduled
Action
- Square
Updates a customer.
Scheduled
Action
- Square
Finds a customer based on email, phone number, or reference ID.
Scheduled
Action
- Square
Finds a service.
Scheduled
Action
- Square
Finds an order based on customer, fulfillment status, or order state.
Scheduled
Action
- Square
Find a customer. Optionally, create one if none are found.
Scheduled
Action
- Square
Find an order. Optionally, create one if none are found.
Scheduled
Action
- Harvest
Triggers when a person is assigned to a project.
Scheduled
Trigger
- Harvest
Triggers when you add a new client.
Scheduled
Trigger
- Harvest
Triggers when you add a new contact.
Scheduled
Trigger
- Harvest
Triggers when you add a new invoice.
Scheduled
Trigger
- Harvest
Triggers when you add a new invoice (with line item support).
Scheduled
Trigger
- Harvest
Triggers when you add a new person.
Scheduled
Trigger
- Harvest
Triggers when you add a new project.
Scheduled
Trigger
- Harvest
Triggers when you add a new task.
Scheduled
Trigger
- Harvest
Triggers when a new timesheet entry is created for today.
Scheduled
Trigger
- Harvest
Adds a new client.
Scheduled
Action
- Harvest
Adds a new contact.
Scheduled
Action
- Harvest
Creates a project.
Scheduled
Action
- Harvest
Creates and starts a timer for the current day.
Scheduled
Action
- Harvest
Stops the timer for the current day (if one is running).
Scheduled
Action
- Harvest
Adds a new task.
Scheduled
Action
- Harvest
Creates a new timesheet entry for the current day.
Scheduled
Action
- Xero
Triggers when a new bank transaction is created.
Scheduled
Trigger
- Xero
Triggers when you add a new bill. (Accounts Payable)
Scheduled
Trigger
- Xero
Triggers when you add a new contact.
Scheduled
Trigger
- Xero
Triggers when you receive a new payment.
Scheduled
Trigger
- Xero
Triggers when a new purchase order is created or enters a status for the first time.
Scheduled
Trigger
- Xero
Triggers when a new quote is created.
Scheduled
Trigger
- Xero
Triggers when you add a new draft expense claim receipt.
Scheduled
Trigger
- Xero
Triggers when you add a new sales invoice. (Accounts Receivable)
Scheduled
Trigger
- Xero
Adds line items to an existing sales invoice.
Scheduled
Action
- Xero
Creates a new Spend/Receive Money bank transaction.
Scheduled
Action
- Xero
Transfers money between two bank accounts.
Scheduled
Action
- Xero
Creates a new contact or updates a contact if a contact already exists.
Scheduled
Action
- Xero
Creates a new quote draft.
Scheduled
Action
- Xero
Creates a new credit note for a contact.
Scheduled
Action
- Xero
Sends an invoice via email.
Scheduled
Action
- Xero
Creates a new bill (Accounts Payable).
Scheduled
Action
- Xero
Creates a new sales invoice (Accounts Receivable).
Scheduled
Action
- Xero
Applies a payment to an invoice.
Scheduled
Action
- Xero
Creates a new purchase order for a contact.
Scheduled
Action
- Xero
Finds a contact by name or account number.
Scheduled
Action
- Xero
Finds an invoice by number or reference.
Scheduled
Action
- Xero
Finds or creates a specific contact.
Scheduled
Action
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How Square + Harvest + Xero Integrations Work
- Step 1: Authenticate Square, Harvest, and Xero.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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