Connect Sage Sales Management and Xero to unlock the power of automation

Creates a new entity.

Creates a new account.

Creates a new calendar item.

Creates a new opportunity.

Updates an existing contact or creates a new one.

Updates an existing calendar item.

Updates an existing opportunity.

Searches for an entity.

Returns a list of branches.

Returns a list of currencies.

Returns a list of users

Finds an account by any field. You are required to define the field you want to search.

Finds a contact by email or phone number.

Finds a contact by external id.

Finds an ooportunity by any field. You are required to define the field you want to search.

Find or Create Entity

Find or Create Account

Find or Create Contact

Find or Create Contact

Find or Create Opportunity

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.

Creates a new sales order.

Creates a new activity.

Creates a new contact.