Xero integrations and automations

Seamlessly connect Xero with other tools. Automate workflows, and boost efficiency with Workato.

Ratings

4.9

Peer Insights™

100%

Customer Recommendation

Total

100+

active users

Avg

2 min

to connect

Custom connections

Available

via HTTP connector

Market leaders run on Workato

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    • Build powerful workflows, fast

    Triggers

    When this happens…

    Xero
    • New/updated credit note
      New/updated credit note in Xero
    • New/updated item
      New/updated item in Xero
    • New/updated overpayment
      New/updated overpayment in Xero
    • New/updated prepayment
      New/updated prepayment in Xero
    • New/updated account
      New or updated account in Xero
    • New/updated bill
      New/updated bill in Xero
    • New/updated contact
      New/updated contact in Xero
    • New/updated employee
      New or updated employee in Xero
    • New/updated invoice
      New/updated invoice in Xero
    • New/updated payment
      New or updated payment in Xero

      • Any other trigger you can think up

    Actions

    Do this…

    Xero
    • Custom action
      Custom action in Xero (Custom)
    • Upsert line item to bill or invoice
      Upsert line item to bill/invoice in Xero
    • Add person(s) to contact
      Add person(s) to contact in Xero
    • Create timesheet with 1 line item
      Create timesheet with a single line item in Xero
    • Create bank transaction
      Create bank transaction in Xero
    • Create bill with 1 line item
      Create bill with a single line item in Xero
    • Create bill with multiple line items
      Create bill with multiple line items in Xero
    • Create contact
      Create contact in Xero
    • Create credit note with line items
      Create credit note with multiple line items in Xero
    • Create employee (US)
      Create employee in Xero
    • Create employee (AU)
      Create employee in Xero
    • Create invoice with 1 line item
      Create invoice with a single line item in Xero
    • Create invoice with line items
      Create invoice with multiple line items in Xero
    • Create item
      Create item in Xero
    • Create manual journal with line items
      Create manual journal with multiple line items in Xero
    • Create overpayment
      Create overpayment in Xero
    • Create invoice payment
      Create invoice payment in Xero
    • Create prepayment
      Create prepayment in Xero
    • Create purchase order with line items
      Create purchase order with multiple line items in Xero
    • Get contact details
      Get contact details inXero
    • Get bill or invoice details
      Get bill/invoice by ID or number in Xero
    • Get online invoice URL
      Get online invoice URL in Xero
    • Get manual journal by ID
      Get manual journal by ID in Xero
    • Get payment
      Get payment in Xero
    • Get purchase order
      Get purchase order by ID in Xero
    • List accounts Batch
      List accounts in Xero
    • List connections
      List connections in Xero
    • List currencies Batch
      List currencies in Xero
    • List organisations
      List organisations in Xero
    • List tax rates Batch
      List tax rates in Xero
    • Search accounts Batch
      Search for accounts in Xero
    • Search bank transactions Batch
      Search for bank transactions in Xero
    • Search contacts Batch
      Search for a contact in Xero
    • Search credit notes Batch
      Search credit notes in Xero
    • Search bills or invoices Batch
      Search bills/invoices in Xero
    • Search items
      Search items in Xero
    • Search manual journals Batch
      Search for manual journals in Xero
    • Search overpayments Batch
      Search overpayments in Xero
    • Search payments Batch
      Search payments in Xero
    • Search prepayments Batch
      Search prepayments in Xero
    • Search purchase orders Batch
      Search purchase orders in Xero
    • Upsert contact
      Upsert contact in Xero
    • Update bill or invoice header details
      Update bill/invoice header details in Xero
    • Update bill or invoice with line items
      Update bill/invoice with line items in Xero
    • Update item
      Update item in Xero
    • Update manual journal and line items
      Update manual journal headers and line items in Xero
    • Upload attachment
      Upload attachment to a sales record
    • Void payment
      Void payment in Xero

      • Any other action you can think up

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