Xero Integration
Automate invoices, contacts, and payments
Accounting & Finance 26 actions OAuth 2.0 (sign in to authorise)
Start automating Xero
Automate invoices, contacts, and payments
Accounting & Finance 26 actions OAuth 2.0 (sign in to authorise)
Start automating XeroDrag any of these 26 actions into a process — no code, no API wrangling.
Get the Balance Sheet report from Xero.
Create a new contact in Xero.
Create a new credit note in Xero.
Create a new sales (ACCREC) or purchase (ACCPAY) invoice in Xero.
Create a payment against an invoice in Xero.
Create a new purchase order in Xero.
Create a new quote in Xero.
Get a contact by ID from Xero.
Get a credit note by ID from Xero.
Get an invoice by ID from Xero.
Get an inventory item by ID from Xero.
Get a purchase order by ID from Xero.
Get a quote by ID from Xero.
List the chart of accounts in Xero.
List bank transactions in Xero.
List all contacts in Xero.
List all credit notes in Xero.
List all invoices in Xero.
List inventory items in Xero.
List all payments in Xero.
List all purchase orders in Xero.
List all quotes in Xero.
Get the Profit & Loss report from Xero.
Get the Trial Balance report from Xero.
Update an existing contact in Xero.
Update an existing invoice in Xero.
Xero uses oAuth 2.0 (sign in to authorise). Save the connection once and reuse it across every process.
Drop Xero steps onto the process map alongside desktop, browser, Excel and email steps.
Trigger on a schedule, an email, or a file landing in a folder. Credentials stay encrypted and every run is audited.
Because Xero has an API, Automize talks to it directly in the cloud — no bot needed on a desktop. Where a system has no API, an Automize bot drives its interface instead.
We build one working Xero automation in your business inside a week, at a fixed price.
