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 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.

Triggers when a Card is archived in Trello.

Triggers when there is activity in Trello.

Triggers at a specified time before a card is due.

Triggers when a new checklist is created in Trello.

Triggers when a label is added in a Trello card.

Triggers when a new member joins a board.

Creates a new checklist item in a card.

Creates a new board.

Adds one or more attachments to a specific card.

Moves a specific card to a list on a specific board.

Update a card's name, description, due date, or position in list.

Adds a new (or existing) checklist to a card.

Writes a new comment on a specific card.

Creates a copy of an existing board.

Adds a new label on a specific board.

Removes an existing label from a card.

Finds a specific board using its ID. This provides direct access to board details for agentic use cases.

Finds a list on a particular board by name.

Finds a specific card using its ID. This provides direct access to card details with comments for agentic use cases, without the overhead of attachment processing.

Finds a specific checklist using its ID. This provides direct access to checklist details for agentic use cases.

Finds a specific checklist item using its checklist ID and checklist item ID. This provides direct access to checklist item details for agentic use cases.

Finds a specific list using its ID. This provides direct access to list details for agentic use cases.

Finds a board in your Trello organization by name.

Search for cards using a custom Trello query string.

Finds a member in your Trello organization by name.

Finds or creates a specific board list.

Finds or creates a specific organization board.

Triggers when a new quote is created.

Triggers when a new Sales Invoice (Accounts Receivable) is created.

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.

Updates existing sales invoice (Accounts Receivable).

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Finds a credit note by number or reference and retrieves its PDF.

Find a specific invoice using its unique Invoice ID.

Finds quotes, optionally filtered by contact, quote number, or status.

Finds an invoice by number or reference.

Finds a payment by ID or reference.

Finds or creates an item.

Triggers when a new card is added.

Triggers when a Comment is added to a Card in Trello.

Triggers when a Card is moved to a List in Trello,

Triggers when a Card is updated in Trello.

Triggers when a new label is created in Trello.

Triggers when a new list on a board is added.