Xero

What you can do

22 actions, each one call from a workflow or a server function. Triggers come from your app: a row changing, a schedule or a webhook.

• Create or Update Contactxero_create_contact
  Create Xero Contact
• Create or Update Invoicexero_create_invoice
  Create Xero Invoice
• Add Items to Existing Sales Invoicexero_add_items_to_sales_invoice
  Adds line items to an existing sales invoice (ACCREC).
• Allocate Credit Note to Invoicexero_allocate_credit_note_to_invoice
  Allocates a credit note to a specific invoice.
• Create Bank Transferxero_create_bank_transfer
  Transfers money between two bank accounts in Xero.
• Create Billxero_create_bill
  Creates a new bill (Accounts Payable).
• Create Credit Notexero_create_credit_note
  Creates a new credit note for a contact.
• Create Inventory Itemxero_create_inventory_item
  Creates a new inventory item in Xero.
• Create Paymentxero_create_payment
  Applies a payment to an invoice.
• Create Projectxero_create_project
  Creates a new project for a contact.
• Create Purchase Orderxero_create_purchase_order
  Creates a new purchase order for a contact.
• Create New Quote Draftxero_create_quote_draft
  Creates a new draft quote.

All 22 actions with their inputs

Set it up

About two minutes, once per project or once for the whole workspace.

1. Open Integrations in the builder

   Backend panel, Integrations tab, then Xero. To connect it for every project, use Workspace settings, Integrations.

2. Sign in to Xero

   You sign in to Xero and approve access. Appbricx keeps the tokens, encrypted, and refreshes them.

   • openid
   • accounting.transactions

   This uses an OAuth app: the platform's, or your own from the admin panel, and you can bring your own credentials.

3. Call an action

   From a workflow, by integration id and action name. The call answers with success, output and, when it fails, the reason.

   // .workflow.js (native ctx)
   export async function run(ctx) {
     const res = await ctx.integrations.invoke("xero", "xero_create_contact", {
       "tenant_id": "<tenant_id>",
       "name": "<contact name>"
     });
     if (!res.success) throw new Error(res.error);
     ctx.log.info("Xero answered", { output: res.output });
   }

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