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New Sales Invoice

Triggers when a new Sales Invoice (Accounts Receivable) is created.

• 1 parameters
• Organization

Updated Sales Invoice

Triggers when a Sales Invoice is updated.

• 1 parameters
• Organization

New Contact

Triggers when you add a new contact.

• 1 parameters
• Organization

New or Updated Contact

Triggers when a contact is created or updated.

• 1 parameters
• Organization

New Bill

Triggers when you add a new bill. (Accounts Payable).

• 1 parameters
• Organization

New Credit Note

Triggers when a new credit note is created.

• 1 parameters
• Organization

New Payment

Triggers when you receive a new payment.

• 1 parameters
• Organization

New Bank Transaction

Triggers when a new bank transaction is created.

• 1 parameters
• Organization

New Purchase Order

Triggers when a new purchase order is created or enters a status for the first time.

• 1 parameters
• Organization

New Quote

Triggers when a new quote is created.

• 1 parameters
• Organization

Updated Quote

Triggers when a quote is created or updated.

• 1 parameters
• Organization

New Project

Triggers when a new project is created. May not trigger if there are more than 500 projects.

• 1 parameters
• Organization

New Employee

Triggers when a new employee is created (Exclusively for Australian Instances).

• 1 parameters
• Organization

Updated Employee

Triggers when a new employee is updated (Exclusively for Australian Instances).

• 1 parameters
• Organization

New Payslip

Triggers on payslips from the most recently updated payrun. (Exclusively for Australian Instances)

• 5 parameters
• How this trigger works
• Organization
• PayRun Status
• PayRun Period Start Date
• PayRun Period End Date

New Reconciled Payment

Triggers when a payment is reconciled for the first time.

• 1 parameters
• Organization

Overdue Sales Invoice

Triggers when a sales invoice is overdue by a specified number of days.

• 2 parameters
• Organization
• Overdue by Days

New Report

Triggers when you run or refresh one of the selected Xero report types (Balance Sheet, Profit & Loss, etc.).

• 3 parameters
• Organization
• Report Type
• Report Date

Create Sales Invoice

Creates a new sales invoice (Accounts Receivable).

• 9 parameters
• Organization
• Invoice Date
• Due Date
• Line Amount Type
• Invoice Number
• Reference
• Status
• Line Items
• Currency Code

Create Bill

Creates a new bill (Accounts Payable).

• 9 parameters
• Organization
• Bill Date
• Due Date
• Line Amount Type
• Bill Number
• Reference
• Status
• Line Items
• Currency Code

Create/Update Contact

Creates a new contact or updates a contact if a contact already exists.

• 12 parameters
• Organization
• First Name
• Last Name
• Email Address
• Contact Number
• Phone Number
• Address Line 1
• Address Line 2
• City
• Region/State
• Postal Code
• Country

Create Payment

Applies a payment to an invoice.

• 4 parameters
• Organization
• Payment Date
• Amount
• Reference

Create Bank Transaction

Creates a new Spend/Receive Money bank transaction.

• 5 parameters
• Organization
• Transaction Type
• Transaction Date
• Line Items
• Reference

Create Bank Transfer

Transfers money between two bank accounts.

• 3 parameters
• Organization
• Amount
• Transfer Date

Create Credit Note

Creates a new credit note for a contact.

• 6 parameters
• Organization
• Credit Note Type
• Credit Note Date
• Line Items
• Status
• Reference

Create Purchase Order

Creates a new purchase order for a contact.

• 6 parameters
• Organization
• Purchase Order Date
• Delivery Date
• Line Items
• Status
• Reference

Create New Quote Draft

Creates a new quote draft.

• 8 parameters
• Organization
• Quote Date
• Expiry Date
• Line Items
• Status
• Reference
• Title
• Summary

Create Project

Creates a new project for a contact.

• 4 parameters
• Organization
• Project Name
• Deadline
• Estimate Amount

Create Employee

Creates an employee in Xero. (Exclusively for Australian Instances)

• 23 parameters
• Organization
• First Name
• Last Name
• Date of Birth
• Address Line 1
• Address Line 2
• City/Suburb
• State
• Postal Code
• Country
• Title
• Middle Name(s)
• Gender
• Email
• Phone
• Mobile
• Twitter Username
• Authorised to Approve Leave
• Authorised to Approve Timesheets
• Job Title
• Classification
• Employee Group Name
• Start Date

Create Inventory Item

Creates an inventory item.

• 10 parameters
• Organization
• Item Code
• Item Name
• Description
• Sales Unit Price
• Sales Account Code
• Purchase Unit Price
• Purchase Account Code
• Track as Inventory
• Inventory Asset Account Code

Create Repeating Sales Invoice

Creates a template that generates regular invoices.

• 6 parameters
• Organization
• Schedule Unit
• Due Date (days after invoice date)
• Start Date
• Line Items
• Reference

Update Sales Invoice

Updates existing sales invoice (Accounts Receivable).

• 4 parameters
• Organization
• Status
• Reference
• Line Items

Update Purchase Order

Updates an existing Purchase Order.

• 3 parameters
• Organization
• Status
• Reference

Update Employee

Updates an existing employee in Xero. (Exclusively for Australian Instances)

• 23 parameters
• Organization
• First Name
• Last Name
• Date of Birth
• Address Line 1
• Address Line 2
• City/Suburb
• State
• Postal Code
• Country
• Title
• Middle Name(s)
• Gender
• Email
• Phone
• Mobile
• Twitter Username
• Authorised to Approve Leave
• Authorised to Approve Timesheets
• Job Title
• Classification
• Employee Group Name
• Start Date

Add Items to Existing Sales Invoice

Adds line items to an existing sales invoice.

• 2 parameters
• Organization
• Line Items to Add

Add Note to Invoice

Add a note which will appear in the invoice history.

• 2 parameters
• Organization
• Note

Add or Update Stock Items

Creates or updates one or more stock items.

• 2 parameters
• Organization
• Items

Allocate Credit Note to Invoice

Allocates a credit note to an invoice.

• 2 parameters
• Organization
• Amount

Send Sales Invoice by Email

Send Sales Invoice by Email

• 1 parameters
• Organization

Upload Attachment

Uploads an attachment to a selected Xero resource. Resources can have a maximum of 10 attachments.

• 4 parameters
• Organization
• Resource Type
• File Name
• File Content

Make HTTP Request

Make an HTTP request to any URL with full control over method, headers, and body.