Connect Upodi and Xero to unlock the power of automation

Book a draft invoice or credit note in Upodi

Create a new contact for a customer

Create a new subscription for a customer

Holds an active subscription

Perform an immediate switch plan for the subscription from one Product Plan to another. If you would rather want a switch in the future on a set date check SwitchToPlanID on Subscription Update. If the change incurs an invoice the invoice will be returned here.

Updates a customer

When the subscription is created all charges will have the default quantities and prices. If you want to change them make sure to update them before you activate the subscription or update them along the way if what the customer purchases changes. If the change incurs an invoice the invoice will be returned here.

Find charges on a product plan

Finds a customer using accountnumber or ID

Find a specific subscription

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.

Cancels an active subscription

Create a new customer in Upodi

Credit an invoice in Upodi. Creates a draft credit note which can then be booked

Resumes a subscription currently on hold

Updates a contact

Update a subscription for a customer

Finds the charges on the subscription. Charges are products available on the subscription. Set quantity on the charges to subscribe the customer to the product.

Find a contact for a customer optionally specifying a type

Find a specific invoice and its lines

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.