Tracker + Xero
Generate and update Xero contacts from new Tracker invoices
Streamline your financial administration with this seamless workflow. When a new invoice pops up in Tracker, this workflow promptly creates or updates the equivalent invoice in Xero, keeping your records up-to-date. Perfect for small businesses keen to maintain real-time financial accuracy. Save valuable resources and time with this efficient business solution.
Streamline your financial administration with this seamless workflow. When a new invoice pops up in Tracker, this workflow promptly creates or updates the equivalent invoice in Xero, keeping your records up-to-date. Perfect for small businesses keen to maintain real-time financial accuracy. Save valuable resources and time with this efficient business solution.
- When this happens...
New InvoiceTriggers when a new invoice is added to Tracker.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create/Update ContactTriggers when you add a new contact.
ActionWriteCreate a new record or update an existing record in your app.
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New Activity
Triggers when a new activity is added to Tracker.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
Triggers when a new contact is added to Tracker.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Lead
Triggers when a new lead is added to Tracker.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Resource
Triggers when a new resource is added to Tracker.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Activity
Triggers when an existing activity is updated to Tracker.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Contact
Triggers when an existing contact is updated to Tracker.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Lead
Triggers when an existing lead is updated to Tracker.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Resource
Triggers when an existing resource is updated to Tracker.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Name
Client Name
Resource Name
Opportunity Name
Campaign Name
Project Name
User Name
Lead Name
Subject
Priority
Activity Type
Date Due
Time Due
Task Status
Location
Start Date
End Date
Start Time
End Time
Note
Contact Type
Interviewer
Last Updated Date/Time
Last Updated Name
Reminder Date/Time
Interview Type
CV Sent
CV Sent Count
Interview Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client Name
Preferred Name
First Name
Last Name
Full NameRequired
Job Title
Address Line 1
Address Line 2
Town/City
County/State
Post/Zip Code
Country
Business Phone
Home Phone
Mobile/Cell
Other Phone
Fax
LinkedIn
Email
Website
Department
Office
Manager Name
Assistant Name
Nickname
Spouses Name
Birthday
Anniversary
Note
Is Primary Contact
Source
Marketing
Internal Reference
Contact Role
Last Updated
Last Updated By
Creation Date
Tag text
Contact Owner
Is Private Record
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client Name
Contact Name
Resource Name
Lead Owner
Product Name
Lead NameRequired
Description
Lead From
Telephone
Email
Lead Date
Award Date
Lead Status Name
Source
Value
Strategy
Contact Type
Creation Date
Internal Reference
Tag Text
Last Updated
Last Updated By
Currency
Department
Close Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Opportunity NameRequired
Opportunity Owner
Department
Status
Client Name
Contact Name
Date Opened
Location
Client Reference
Work Type
Source
Probability
Number of Positions
Estimated Value
Factored Value
Target Margin
Award Date
Invoice Date
Start Date
End Date
Date Filled
Description
Note
Strategy
Published
Publish Reference
Publish Title
Publish Description
Publish Location
Publish Start
Publish Duration
Publish Work Type
Publish Sector
Publish Category
Zip Code Location
Last Update
Last Update By
Pay Rate/Salary
Creation Date
Currency
Publish Salary From
Publish Salary To
Publish Salary Per
Publish Benefits
Publish Skills
Tag Text
Charge Rate/Fee
Start Time
End Time
Business Type
Secondary Owner
Owner Percentage
Secondary Owner Percentage
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client Name
Company Name
Contact Name
Product Name
Project Name
Ticket Raised Date
Ticket Contact Type
Company
Email
Telephone
Ticket Status
Ticket Priority
Ticket Department
Ticket Type
Product Version
Ticket Resolution Due
Last Updated
Last Updated By
Subject
Description
Resolution
Assigned To
Keywords
Publish
Lifecycle Stage
Assigned To
Category 1 Changes
Category 2 Changes
Product Change
Service Change
Change Date
Creation Date
Assigned To Department
Assigned Team
Tag Text
First Response Made
Ticket Status
First Response Due
Ticket Type
Closed
Other Email To Notify
Creation Contact Name
Creation User Name
Reminder
Feedback Score
Feedback Comments
Feedback Link
Ticket Priority
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TermRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Days OverdueRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planTrigger Info
OrganizationRequired
PayRun Status
PayRun Period Start Date
PayRun Period End Date
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOrganizationRequired
Purchase Order Status
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOrganizationRequired
Payment Type
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOrganizationRequired
Status
Change
Contact
Trigger Preference
Copy
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.OrganizationRequired
InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Item CodeRequired
NameRequired
Description
Is SoldRequired
Sales Unit Price
Sales Account
Sales Tax Type
Is PurchasedRequired
Purchase Description
Purchase Unit Price
Purchase Account
Purchase Tax Type
Is TrackedRequired
Inventory Asset Account
Cost of Goods Sold Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Transaction TypeRequired
ContactRequired
Bank AccountRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Contact NameRequired
Account Number
Sales Default Account Code
Purchases Default Account Code
Contact Requirements
Primary Person - First Name
Primary Person - Last Name
Primary Person - Email
Secondary Person - First Name
Secondary Person - Last Name
Secondary Person - Email
Include secondary person in emails sent to contact?
Phone - Country Code
Phone - Area Code
Phone Number
Fax - Country Code
Fax - Area Code
Fax - Number
Mobile - Country Code
Mobile - Area Code
Mobile - Number
Direct Dial - Country Code
Direct Dial - Area Code
Direct Dial - Number
Address Type Of
Address - Attention
Address - Line 1
Address - Line 2
Address - City/Town
Address - State/Region
Address - Postal/Zip Code
Address - Country
Tax Number
Bank Account Number
Groups
Contact Number
Company Number
Payment Terms - Invoice Due (days)
Payment Terms - Type for Sales Invoices
Payment Terms - Bill Due (days)
Payment Terms - Type for Purchase Invoices
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
ContactRequired
Date
Expiry
Quote Number
Reference
Theme
Title
Summary
Currency
Amounts Are
Terms
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Warning Message
Credit Note IDRequired
Allocation IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
OrganizationRequired
First NameRequired
Middle Names
Last NameRequired
Date of BirthRequired
Title
EmailRequired
Gender
Phone Number
Mobile Number
Twitter Username
Job Title
Classification
Termination Date
Termination Reason
Income Type
Employment Type
Status
Copy Employment
Employment Basis
Start Date
Payroll Calendar
Employee Group Name
Is Authorised to Approve Leave
Is Authorised to Approve Timesheets
Super Fund
Employee Number
Copy Tax Declaration
Tax File Number
TFN Exemption Type
Residency Status
Tax Scale Type
Tax Offset Estimated Amount
Upward Variation Tax Withholding Amount
Approved Withholding Variation Percentage
Copy Bank Account
Statement Text
Account Name
BSB Number
Account Number
Remainder
Copy Address
Address Line 1
Address Line 2
City/Suburb
State/Region
Postal Code
Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Contact NameRequired
Email Address
Status
Date
Due Date
Currency
Url
Attachment
Branding Theme
Reference
Line Items Type
Item Code
Description
QuantityRequired
Unit Price
Account
Tax Rate
Tracking
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Document Type
Document ID or NumberRequired
Paid ToRequired
Date
Currency Rate
AmountRequired
Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Contact (supplier)Required
Date
Delivery Date
Order Number
Reference
Theme
Currency
Tax Type
Delivery Address
Attention
Telephone
Delivery Instructions
Attachments
Purchase Order Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
OrganizationRequired
EmployeeRequired
First NameRequired
Middle Names
Last NameRequired
Date of BirthRequired
Title
EmailRequired
Gender
Phone Number
Mobile Number
Twitter Username
Job Title
Classification
Termination Date
Termination Reason
Income Type
Employment Type
Status
Copy Employment
Employment Basis
Start Date
Payroll Calendar
Employee Group Name
Is Authorised to Approve Leave
Is Authorised to Approve Timesheets
Super Fund
Employee Number
Copy Tax Declaration
Tax File Number
TFN Exemption Type
Residency Status
Tax Scale Type
Tax Offset Estimated Amount
Upward Variation Tax Withholding Amount
Approved Withholding Variation Percentage
Copy Bank Account
Statement Text
Account Name
BSB Number
Account Number
Remainder
Copy Address
Address Line 1
Address Line 2
City/Suburb
State/Region
Postal Code
Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Quote IDRequired
Quote Number
Status
ContactRequired
Date
Expiry
Reference
Theme
Title
Summary
Currency
Amounts Are
Terms
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Resource typeRequired
FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Invoice IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Search ByRequired
Contact NameRequired
Account Number
Sales Default Account Code
Purchases Default Account Code
Contact Requirements
Primary Person - First Name
Primary Person - Last Name
Primary Person - Email
Secondary Person - First Name
Secondary Person - Last Name
Secondary Person - Email
Include secondary person in emails sent to contact?
Phone - Country Code
Phone - Area Code
Phone Number
Fax - Country Code
Fax - Area Code
Fax - Number
Mobile - Country Code
Mobile - Area Code
Mobile - Number
Direct Dial - Country Code
Direct Dial - Area Code
Direct Dial - Number
Address Type Of
Address - Attention
Address - Line 1
Address - Line 2
Address - City/Town
Address - State/Region
Address - Postal/Zip Code
Address - Country
Tax Number
Bank Account Number
Groups
Contact Number
Company Number
Payment Terms - Invoice Due (days)
Payment Terms - Type for Sales Invoices
Payment Terms - Bill Due (days)
Payment Terms - Type for Purchase Invoices
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Client
Triggers when a new client is added to Tracker.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice
Triggers when a new invoice is added to Tracker.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Opportunity
Triggers when a new opportunity is added to Tracker.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Ticket
Triggers when a new ticket is added to Tracker.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Client
Triggers when an existing client is updated on Tracker.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Invoice
Triggers when an existing invoice is updated to Tracker.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Opportunity
Triggers when an existing opportunity is updated to Tracker.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Ticket
Triggers when an existing ticket is updated to Tracker.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Client NameRequired
Address Line 1
Address Line 2
Town/City
County/State
Post/Zip Code
Country
Telephone
Fax
Email
Website
Note
Background
Source
Internal Reference
Sort Code
Account Number
Bank Name
Bank Reference
Last Updated
Last Updated By
Target Revenue
Turnover
Creation Date
Client Vertical
Tag Text
Client Owner
Tax Exempt
Invoice Contact Name
Invoicing Frequency
Invoicing Date
Invoice Terms
Department
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice Date
Invoice Due Date
Name
Invoice Contact Name
Address Line 1
Address Line 2
Town/City
County/State
Post/Zip Code
Country
Purchase Order No
Invoice Status
Invoice Owner
Invoice Terms
Payment Date
Invoice Sub Total
Invoice Tax Total
Invoice Total
Invoice Note
Creation Date
Currency Code
Client Name
Invoice Item Id
Item Date
Item Code
Item Description
Item Units
Item Unit Value
Item Sub Value
Item Tax Rate
Item Total Value
Item Status
Item Invoice Order Id
Item Tax Amount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Name
Client Name
Resource Name
Opportunity Name
Campaign Name
User Name
Project Name
Lead Name
Date
Time
TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Preferred Name
First Name
Last Name
Full NameRequired
Job Title
Address Line 1
Address Line 2
Town/City
County/State
Post/Zip Code
Country
Home Phone
Mobile/Cell
Work Phone
Other Phone
Email
Other Email
Date of Birth
Nationality
Ethnic Origin
Languages
Education
Notice Period
Interview Date
Interview Result
Interview Note
Summary
Date Resume Sent
Date Applied
Date Registered
Interviewed By
Source
Sort Code
Account No
Bank Name
Bank Reference
Last Update
Last Update By
Status
Creation Date
Employment History
Achievements
Associations
NI-SS Number
Marketing
Tag Text
Current Salary
Desired Salary
Current Pay Rate
Desired Pay Rate
Owner
Payroll Number
Agency Name
Available From Date
IBAN
Swift
Current Employer
Is Private Record
Department
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TermRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTermRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Status
Type
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOrganizationRequired
Report TypeRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOrganizationRequired
Payment Type
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOrganizationRequired
Project State
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOrganizationRequired
Quote Status
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOrganizationRequired
Status
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.OrganizationRequired
Invoice IDRequired
NoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Credit Note IDRequired
Invoice IDRequired
AmountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
From AccountRequired
To AccountRequired
AmountRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
CodeRequired
NameRequired
TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
TypeRequired
ContactRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Invoice IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Mark Item as a Sales Item?
Mark Item as a Purchase Item?
Item Name
Item CodeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Contact NameRequired
Email Address
Contact Account Number
Primary Person - First Name
Primary Person - Last Name
Phone - Country Code
Phone - Area Code
Phone Number
Fax - Country Code
Fax - Area Code
Fax - Number
Mobile - Country Code
Mobile - Area Code
Mobile - Number
Direct Dial - Country Code
Direct Dial - Area Code
Direct Dial - Number
Contact Address Type
Address - Attention
Address - Line 1
Address - Line 2
Address - City/Town
Address - State/Region
Address - Postal/Zip Code
Address - Country
Contact Tax Number
Bank Account Number
Contact Number
Status
Date
Due Date
Currency
Url
Attachment
Branding Theme
Number
Reference
Sent To Contact
Line Items Type
Item Code
Description
QuantityRequired
Unit Price
Discount %
Discount Amount
Account
Tax Rate
Tracking
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
ContactRequired
Project NameRequired
Deadline for the project
Project Estimate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
ContactRequired
Repeated Invoice Schedule
Invoice Creation: Frequency TypeRequired
Invoice Creation: Frequency (Period)Required
Due Date Type: Payment TermsRequired
Set Due Dates (Days)Required
Start Date: Required
End Date
StatusRequired
Currency
Branding Theme
Reference
Mark as approved for sending?
Email a copy to Sender?
Include PDF
Line Amount Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Purchase OrderRequired
Contact
Update Method for Line Items
Date
Delivery Date
Line Amount Types
Purchase Order Number
Reference
Branding Theme
Currency
Status
Sent to Contact
Delivery Address
Attention To
Telephone
Delivery Instructions
Expected Arrival Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
OrganizationRequired
Invoice IdRequired
Contact
Status
Date
Due Date
Expected Payment Date
Reference
Branding Theme
Url
Currency
Sent To Contact
Attachments
Invoice Number
Line Amount Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Invoice IDRequired
Include PDF File
Include Online Invoice URL
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Contact IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Search ByRequired
Include Online Invoice URL
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Search ByRequired
Mark Item as a Sales Item?
Mark Item as a Purchase Item?
Item Name
Item CodeRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Tracker
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