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Choose a Trigger
Choose an Action
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PDF4me
PDF4me
1. Choose trigger event
Xero
Xero
2. Choose action
1. Select the event
Setup
Test
PDF4me
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "Get Document From PDF4me" from PDF4me.
Add your action
An action happens after the trigger—such as "Add Items to Existing Sales Invoice" in Xero.
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Zapier seamlessly connects PDF4me and Xero, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Trigger Name
- Test File Url
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- FileRequired
- Specify File Name
- Barcode TypeRequired
- TextRequired
- PagesRequired
- Horizontal AlignRequired
- Vertical AlignRequired
- Barcode Width
- Barcode Height
- Horizontal Margin
- Vertical Margin
- TransparencyRequired
- Hide Text
- Set Process as Async
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- Specify File Name
- HTML ContentRequired
- LocationRequired
- Skip First Page
- Margin Top
- Margin Bottom
- Margin Left
- Margin Right
- PagesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
- Top Margin
- Bottom Margin
- Left Margin
- Right Margin
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
- Watermark TextRequired
- Position
- Font Family
- Size
- Text Colour
- Set Bold
- Set Underline
- Set Italics
- Opacity
- Rotation Angle
- Horizontal Position
- Vertical Position
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
- Image TypeRequired
- Compression LevelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
- First Row
- First Column
- Convert Number and Date
- Ignore Null Values
- Bold Title
- Wrap Title Text
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
- Output Format
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Barcode TypeRequired
- Text in the BarcodeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PDF FileRequired
- File NameRequired
- Searched TextRequired
- New Text
- Input UrlRequired
- Page Sequence
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- Specify File Name
- PDF/A ComplianceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
- Page NumberRequired
- WidthRequired
- Image FormatRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
- Crop Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
- Page NumbersRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- Specify File Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- Specify File Name
- Select PDF4me-WorkflowRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- Specify File Name
- Pages
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- Specify File Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
- Extract ModeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
- Start Page NumberRequired
- End Page NumberRequired
- Remove Comments
- Remove Header Footer
- Accept Changes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- Specify File Name
- Input Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
- Flip Orientation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Template FileRequired
- Template File Name
- Template File TypeRequired
- Input Data Format TypeRequired
- Input Data TypeRequired
- Meta Data
- Keep Pdf Editable
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- Specify File Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
- Image TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
- Compression Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FilesRequired
- Output File Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FilesRequired
- OrientationRequired
- Output File Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
- Template NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
- Quality TypeRequired
- Set Process as Async
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
- Quality TypeRequired
- Set Process as Async
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
- Custom Field
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Word FileRequired
- Word File Name
- Search TextRequired
- Image File
- Skip first page
- Pages
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
- Paper Size
- Columns per PageRequired
- Rows per PageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
- Rotation Angle
- Proportionate ResizeRequired
- Background Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- Specify File Name
- Sign Image FileRequired
- Sign image file name
- PagesRequired
- Horizontal AlignRequired
- Vertical AlignRequired
- Image Width
- Image Height
- Horizontal Margin
- Vertical Margin
- TransparencyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- Specify File Name
- Split Type
- Split File Naming
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
- Search TextRequired
- Select Split TypeRequired
- Split File Naming
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- Specify File Name
- PasswordRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WebUrlRequired
- Layout
- Paper Size
- Scale
- Top Margin
- Bottom Margin
- Left Margin
- Bottom Margin
- Print Background
- Display Header/Footer
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Status
- Type
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- OrganizationRequired
- Report TypeRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- OrganizationRequired
- Payment_type
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- OrganizationRequired
- Project State
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- OrganizationRequired
- Quote Status
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- OrganizationRequired
- Status
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- OrganizationRequired
- Invoice IDRequired
- NoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Credit Note IDRequired
- Invoice IDRequired
- AmountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- From AccountRequired
- To AccountRequired
- AmountRequired
- Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- CodeRequired
- NameRequired
- TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- TypeRequired
- ContactRequired
- Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Invoice IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Mark Item as a Sales Item?
- Mark Item as a Purchase Item?
- Item Name
- Item CodeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Contact_nameRequired
- Email_address
- Contact_account_number
- Primary Person - First Name
- Primary Person - Last Name
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Contact Address Type
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Contact_tax_number
- Bank Account Number
- Contact Number
- Status
- Date
- Due_date
- Currency
- Url
- Attachment
- Branding_theme
- Number
- Reference
- Sent_to_contact
- Line_items_type
- Item Code
- Description
- QuantityRequired
- Unit Price
- Discount %
- Discount Amount
- Account
- Tax Rate
- Tracking
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- ContactRequired
- Project NameRequired
- Deadline for the project
- Project Estimate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- ContactRequired
- Repeated Invoice Schedule
- Invoice Creation: Frequency TypeRequired
- Invoice Creation: Frequency (Period)Required
- Due Date Type: Payment TermsRequired
- Set Due Dates (Days)Required
- Start Date:Required
- End Date
- StatusRequired
- Currency
- Branding_theme
- Reference
- Mark as approved for sending?
- Email a copy to Sender?
- Include PDF
- Line Amount Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Purchase OrderRequired
- Contact
- Update Method for Line Items
- Date
- Delivery_date
- Line Amount Types
- Purchase Order Number
- Reference
- Branding Theme
- Currency
- Status
- Sent to Contact
- Delivery Address
- Attention To
- Telephone
- Delivery Instructions
- Expected_arrival_date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- OrganizationRequired
- Invoice_idRequired
- Contact
- Status
- Date
- Due_date
- Expected_payment_date
- Reference
- Branding_theme
- Url
- Currency
- Sent_to_contact
- Attachments
- Invoice_number
- Line_amount_types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Search_byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- OrganizationRequired
- Invoice IDRequired
- Include PDF File
- Include Online Invoice URL
ActionThis is an event a Zap performs.SearchFind existing data in your app- OrganizationRequired
- Contact IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- OrganizationRequired
- Search_byRequired
- Include Online Invoice URL
ActionThis is an event a Zap performs.SearchFind existing data in your app- OrganizationRequired
- Search_byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- OrganizationRequired
- Search_byRequired
- Mark Item as a Sales Item?
- Mark Item as a Purchase Item?
- Item Name
- Item CodeRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- FileRequired
- Specify File Name
- AttachmentsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- Specify File Name
- Field NameRequired
- Form Field TypeRequired
- Initial Value
- Position X
- Position Y
- Pages
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
- Watermark File ContentRequired
- Position
- Opacity
- Rotation Angle
- Horizontal Offset
- Vertical Offset
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- Specify File Name
- Page Number FormatRequired
- Font Size
- Set Bold
- Set Italic
- Horizontal AlignRequired
- Vertical AlignRequired
- Horizontal Margin
- Vertical Margin
- Skip First Page
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
- Current Image FormatRequired
- New Image FormatRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
- Output Size
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Specify EPC version
- Specify EPC character set
- Name of BeneficiaryRequired
- Beneficiary's Account (IBAN)
- Amount (EUR)
- Business Code
- Payment Reference
- Remittance Information
- Hint Text
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
- Number of Input BoxesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
- Amount
- AV1 Parameters
- AV2 Parameters
- Billing Info
- Creditor Address TypeRequired
- Creditor City
- Creditor NameRequired
- Creditor Postal Code
- Creditor Address Line 1
- Creditor Address Line 2
- Currency
- IBANRequired
- Language Type
- Reference
- Reference Type
- Separator Line
- Ultimate Debtor Address Type
- Ultimate Debtor City
- Ultimate Debtor Name
- Ultimate Debtor Postal Code
- Ultimate Debtor Address Line 1
- Ultimate Debtor Address Line 2
- Unstructured Message
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
- Crop Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PDF FileRequired
- File NameRequired
- Page Sequence
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- Specify File Name
- Certificate FileRequired
- Certificate PasswordRequired
- PagesRequired
- Signer Name
- Sign Reason
- Sign Location.
- Height
- Width
- Horizontal Margin
- Vertical Margin
- Visible
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- Specify File Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- Specify File Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
- Page NumbersRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- Specify File Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- Specify File Name
- ExpressionRequired
- PagesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Template FileRequired
- Template File Name
- Select Input Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- Specify File Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Template FileRequired
- Template File Name
- Template File TypeRequired
- Input Data Format TypeRequired
- Input Data TypeRequired
- Meta Data
- Keep Pdf Editable
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
- Image TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
- Days
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
- Index File Path
- Layout
- Paper Size
- Scale
- Top Margin
- Bottom Margin
- Left Margin
- Bottom Margin
- Print Background
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- Specify File Name
- Image FileRequired
- Image File Name
- PagesRequired
- Horizontal AlignRequired
- Vertical AlignRequired
- Image Width
- Image Height
- Horizontal Margin
- Vertical Margin
- TransparencyRequired
- Set to Background
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
- Markdown File Path
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- FileName
- Layer FileRequired
- Layer File Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
- Compression Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
- Quality TypeRequired
- Set Process as Async
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
- Quality TypeRequired
- Set Process as Async
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
- Paper Size
- Columns per PageRequired
- Rows per PageRequired
- Print Profile
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- Specify File Name
- Owner Password
- User Password
- PermissionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
- Select barcode typesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
- Image TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- Specify File Name
- Replace TextRequired
- Image FileRequired
- Image Height
- Image Width
- PagesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
- Image Resize Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- Specify File Name
- Rotate DirectionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- Specify File Name
- Rotate DirectionRequired
- Page NumberRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- Specify File Name
- Barcode Text
- Barcode FilterRequired
- Barcode TypeRequired
- Split Barcode PageRequired
- PDF Render DpiRequired
- Combine Pages with Same Barcodes
- Return as Zip
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- Specify File Name
- Split Barcode PageRequired
- PDF Render DpiRequired
- Combine Pages with Same Barcodes
- Return as Zip
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- Specify File Name
- TextRequired
- Font Name
- Font SizeRequired
- Font Color
- Bold
- Underline
- Italics
- Rotate
- PagesRequired
- Horizontal AlignmentRequired
- Vertical AlignmentRequired
- Horizontal Margin
- Vertical Margin
- Transparency
- Set to Background
- Set Transverse
- Fit Text To Page
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Days_overdueRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Trigger_info
- OrganizationRequired
- PayRun Status
- PayRun Period Start Date
- PayRun Period End Date
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- OrganizationRequired
- Purchase Order Status
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- OrganizationRequired
- Payment_type
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- OrganizationRequired
- Status
- Change
- Contact
- Trigger_preference
- Copy
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- OrganizationRequired
- InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Item CodeRequired
- NameRequired
- Description
- Is SoldRequired
- Sales Unit Price
- Sales Account
- Sales Tax Type
- Is PurchasedRequired
- Purchase Description
- Purchase Unit Price
- Purchase Account
- Purchase Tax Type
- Is TrackedRequired
- Inventory Asset Account
- Cost of Goods Sold Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Transaction_typeRequired
- ContactRequired
- Bank AccountRequired
- Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Contact NameRequired
- Account_number
- Sales Default Account Code
- Purchases Default Account Code
- Contact Requirements
- Primary Person - First Name
- Primary Person - Last Name
- Primary Person - Email
- Secondary Person - First Name
- Secondary Person - Last Name
- Secondary Person - Email
- Include secondary person in emails sent to contact?
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Address__type_of
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Tax_number
- Bank Account Number
- Groups
- Contact_number
- Company_number
- Payment Terms - Invoice Due (days)
- Payment Terms - Type for Sales Invoices
- Payment Terms - Bill Due (days)
- Payment Terms - Type for Purchase Invoices
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- ContactRequired
- Date
- Expiry
- Quote Number
- Reference
- Theme
- Title
- Summary
- Currency
- Amounts Are
- Terms
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Warning_message
- Credit Note IDRequired
- Allocation IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- OrganizationRequired
- First NameRequired
- Middle Names
- Last NameRequired
- Date of BirthRequired
- Title
- EmailRequired
- Gender
- Phone Number
- Mobile Number
- Twitter Username
- Job Title
- Classification
- Termination Date
- Termination Reason
- Income Type
- Employment Type
- Status
- CopyEmployment
- Employment Basis
- Start Date
- Payroll Calendar
- Employee Group Name
- Is Authorised to Approve Leave
- Is Authorised to Approve Timesheets
- Super Fund
- Employee Number
- CopyTaxDeclaration
- Tax File Number
- TFN Exemption Type
- Residency Status
- Tax Scale Type
- Tax Offset Estimated Amount
- Upward Variation Tax Withholding Amount
- Approved Withholding Variation Percentage
- CopyBankAccount
- Statement Text
- Account Name
- BSB Number
- Account Number
- Remainder
- CopyAddress
- Address Line 1
- Address Line 2
- City/Suburb
- State/Region
- Postal Code
- Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Contact_nameRequired
- Email_address
- Status
- Date
- Due_date
- Currency
- Url
- Attachment
- Branding_theme
- Reference
- Line_items_type
- Item Code
- Description
- QuantityRequired
- Unit Price
- Account
- Tax Rate
- Tracking
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Document Type
- Document ID or NumberRequired
- Paid ToRequired
- Date
- Currency_rate
- AmountRequired
- Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Contact (supplier)Required
- Date
- Delivery_date
- Order Number
- Reference
- Theme
- Currency
- Tax_type
- Delivery_address
- Attention
- Telephone
- Delivery_instructions
- Attachments
- Purchase Order Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- OrganizationRequired
- EmployeeRequired
- First NameRequired
- Middle Names
- Last NameRequired
- Date of BirthRequired
- Title
- EmailRequired
- Gender
- Phone Number
- Mobile Number
- Twitter Username
- Job Title
- Classification
- Termination Date
- Termination Reason
- Income Type
- Employment Type
- Status
- CopyEmployment
- Employment Basis
- Start Date
- Payroll Calendar
- Employee Group Name
- Is Authorised to Approve Leave
- Is Authorised to Approve Timesheets
- Super Fund
- Employee Number
- CopyTaxDeclaration
- Tax File Number
- TFN Exemption Type
- Residency Status
- Tax Scale Type
- Tax Offset Estimated Amount
- Upward Variation Tax Withholding Amount
- Approved Withholding Variation Percentage
- CopyBankAccount
- Statement Text
- Account Name
- BSB Number
- Account Number
- Remainder
- CopyAddress
- Address Line 1
- Address Line 2
- City/Suburb
- State/Region
- Postal Code
- Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Quote IDRequired
- Quote Number
- Status
- ContactRequired
- Date
- Expiry
- Reference
- Theme
- Title
- Summary
- Currency
- Amounts Are
- Terms
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Resource typeRequired
- FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Search_byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- OrganizationRequired
- Email
ActionThis is an event a Zap performs.SearchFind existing data in your app- OrganizationRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- OrganizationRequired
- Invoice IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- OrganizationRequired
- Search_byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- OrganizationRequired
- Search_byRequired
- Contact NameRequired
- Account_number
- Sales Default Account Code
- Purchases Default Account Code
- Contact Requirements
- Primary Person - First Name
- Primary Person - Last Name
- Primary Person - Email
- Secondary Person - First Name
- Secondary Person - Last Name
- Secondary Person - Email
- Include secondary person in emails sent to contact?
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Address__type_of
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Tax_number
- Bank Account Number
- Groups
- Contact_number
- Company_number
- Payment Terms - Invoice Due (days)
- Payment Terms - Type for Sales Invoices
- Payment Terms - Bill Due (days)
- Payment Terms - Type for Purchase Invoices
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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Connect PDF4me and Xero to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
Create more impactful campaigns with automation
Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
Provide world-class support with a little help from automation
Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
Automate your way to actionable, up-to-date data
The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
Resolve incidents faster with automation
Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
Learn how to automate Xero on the Zapier blog
PDF4me is a tool for pdf conversion, splitting, merging, make them PDF/A compliant, protect documents etc.
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Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.
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