Connect TotalBrokerage and Xero to unlock the power of automation

Add a new activity to a transaction.

Create an account.

Remove the specified tag(s) from a contact, if they exist.

Update an account.

Find the most recent contact matching the specified search criteria.

Retrieve a contact by ID.

Retrieve the general information for a transaction by ID.

Retrieve all the dates for a transaction.

Retrieve all the financial information for a transaction.

Retrieves the property information for a transaction.

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.

Add a new activity to a contact.

Adds the specified tag(s) to a contact.

Create a contact in your TotalBrokerage CRM.

Set the specified tag(s) on a contact. Any tags that currently exist for the contact will be replaced.

Enable or disable an account in your brokerage.

Retrieve an account by ID.

Get all the tags associated with the specified contact.

Retrieve all the commission information for a transaction.

Retrieve the earnest money information for a transaction.

Gets all the contacts, vendors, and accounts listed in the People tab of a Transaction.

Retrieve a vendor by 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.