Connect Xero and ChartMogul to unlock the power of automation

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.

Adds custom attributes to the customer in ChartMogul that have the given email address

Add a custom attribute to the customer in ChartMogul that have the given UUID

Adds tags to the customer in ChartMogul that have the given UUID

Adds tags to the customer in ChartMogul that have the given external ID

Creates a note object with a note or call type under a specified customer.

Creates a task object for a specified ChartMogul user.

Updates certain modifiable attributes of a contact object in your ChartMogul account.

Updates certain modifiable attributes of a note object in your ChartMogul account.

Updates a task object in your ChartMogul account.

Searches for a customer profile using the customer's external ID

Retrieves the specified metric, for the specified time period.

Lists opportunity objects of the specified ChartMogul customer UUID

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 by contact ID.

Finds an invoice by number or reference.

Finds a payment by ID or reference.

Finds or creates an item.

Adds a custom attribute to the customer in ChartMogul that have the given external ID

Creates a Contact object in ChartMogul under a specified customer within the selected Source.

Adds tags to the customer in ChartMogul that have the given email address

Create a customer profile in the target data source

Creates an opportunity object for a specified customer in ChartMogul.

Consolidates the ChartMogul profiles of the two target Customer UUIDs

Updates certain modifiable attributes of a customer object in your ChartMogul account.

Updates an opportunity object in your ChartMogul account.

Searches for a customer profile using the customer's email

Retrieves a ChartMogul customer profile using the Customer UUID

Lists task objects for the specific customer

Search for a contact using the customer's email, external ID, or UUID