Connect Business Pilot and Xero to unlock the power of automation

Creates a Contact Note in the system.

Creates an Enquiry in the system.

Create a Lead Note in the system.

Used to add a purchase order line to an existing purchase order

Update a contact's marketing preference types by email

Update the marketing preferences for an enquiry.

Finds all Contacts in the system (using item lists)

Finds a Contact in the system

Find all contact types in the system (using item lists)

Find a Contract in the system

Finds all Invoices (using item lists)

List all lead sources (using item lists)

Find all lead types in the system (using item lists)

Find all product types (using item lists)

Find all purchase orders (using item lists)

Finds all Purchase Order Invoice Queries (using item lists)

Find all sales areas (using item lists)

List all suppliers in system

Finds an Enquiry in the system

Find a Lead in the system

Find a Purchase Order Invoice in the system.

Find a Service Call in the system

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.

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 by contact ID.

Finds an invoice by number or reference.

Finds a payment by ID or reference.

Finds or creates an item.

Creates a Contract Note in the system.

Creates a Lead Document in the system

Creates a Lead Quote in the system

Update the marketing preferences for a contact

Update enquiry marketing preferences

Update a purchase order with estimated/confirmed dates and reference

Finds all Document Types in the system (using item lists)

Finds a contact type in the system

Finds all Contracts in the system (using item lists)

Finds all Enquiries in the system (using item lists)

Finds all Leads in the system (using item lists)

Finds a lead type in the system

Find all product interests (using item lists)

Find all project types (using item lists)

Find all purchase order invoices (using item lists).

Find all roles in the system

Finds all Service Calls in the system (using item lists)

Find all users in the system

Finds an Invoice in the system.

Finds a Purchase Order in the system

Find a Purchase Order Invoice Query in the system

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)