Xero

Connect data from Xero with TaskMagic. This helps with apps we don't natively connect with as well. If the app you're looking to connect with has an open api you can connect it.

Explore what you can do with app-name

Triggers

New Expense Claim Receipt on Xero

Instant

Triggers when you add a new draft expense claim receipt on Xero

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New Payment on Xero

Instant

Triggers when you receive a new payment on Xero

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New Bill on Xero

Instant

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

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New Sales Invoice on Xero

Instant

Triggers when you add a new sales invoice. (Accounts Receivable) on Xero

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New Quote on Xero

Instant

Triggers when a new quote is created on Xero

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New Contact on Xero

Instant

Triggers when you add a new contact on Xero

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New Bank Transaction on Xero

Instant

Triggers when a new bank transaction is created on Xero

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Actions

Find or Create Contact on Xero

Write

Finds or creates a specific contact on Xero

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Find Contact on Xero

Write

Finds a contact by name or account number on Xero

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Create Payment on Xero

Write

Applies a payment to an invoice on Xero

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Create Bill on Xero

Write

Creates a new bill (Accounts Payable) on Xero

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Create Credit Note on Xero

Write

Creates a new credit note for a contact on Xero

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Create/Update Contact on Xero

Write

Creates a new contact or updates a contact if a contact already exists on Xero

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Create Bank Transaction on Xero

Write

Creates a new Spend/Receive Money bank transaction on Xero

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Find Invoice on Xero

Write

Finds an invoice by number or reference on Xero

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Create Purchase Order on Xero

Write

Creates a new purchase order for a contact on Xero

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Create Sales Invoice on Xero

Write

Creates a new sales invoice (Accounts Receivable) on Xero

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Send Sales Invoice By Email on Xero

Write

Sends an invoice via email on Xero

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Create New Quote Draft on Xero

Write

Creates a new quote draft on Xero

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Create Bank Transfer on Xero

Write

Transfers money between two bank accounts on Xero

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Add Items to Existing Sales Invoice on Xero

Write

Adds line items to an existing sales invoice on Xero

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