New to Xero: Organize Your Accounting Records with Bills and Sales Invoices

Carlin Sack
Carlin Sack / August 15, 2016

Bring order to your accounting records by separating bills (what you owe) from sales invoices (what is owed to you). Our Xero integration now supports bills and sales invoices, so you can trigger Zaps when they're created, or use Zapier to create them automatically. That way, your accounting records clearly show what will come in and what will be paid out.

What's New with Xero

New Triggers

  • New Bill: Kick off Zaps when a new bill (aka an entry in accounts payable) is created.

  • New Sales Invoice: Trigger Zaps when a sales invoice (aka an entry in accounts receivable) is created.

Note: These two Triggers take the place of the former New Invoice Trigger.

New Actions

  • Create Bill: Use a Zap to create a bill (aka an entry in accounts payable).

  • Create Sales Invoice: Use a Zap to create a sales invoice (aka an entry in accounts receivable).

Note: These two Actions take the place of the former Create Invoice Action.

How to Automate Xero with Zapier

  1. Make sure you have a Zapier account and a Xero account

  2. Try some pre-made Xero integrations and learn more about how Xero works with Zapier

  3. Check out our Xero help documentation for details on connecting your account and setting up your first Zap

  4. Or login to build a custom workflow with Xero and Zapier