Billing & Accounting
Xero integration
Start workflows and AI agents from Xero events, and let agents act in Xero within the limits you set.
Xero triggers and actions
Every Xero trigger and action you can use in Konnectify workflows and AI agents.
- Trigger: New or Updated Contact Checked on a schedule
Polls Xero for contacts that have been created or modified recently.
- Trigger: New or Updated Bill Checked on a schedule
Polls Xero for bills that have been created or modified recently.
- Trigger: New or Updated Bank Transaction Checked on a schedule
Polls Xero for bank transactions.
- Trigger: New or Updated Payment Checked on a schedule
Polls Xero for payments.
- Trigger: New or Updated Quote
Triggers when a quote is created or updated
- Trigger: New or Updated Sales Invoice
Triggers when an ACCREC invoice is created or updated
- Trigger: New or Updated Credit Notes
Triggers when a credit note is created or updated
- Action: Create Bill
Creates a new bill (Accounts Payable Invoice) in Xero.
- Action: Create Bank Transfer
Creates a new bank transfer transaction between two Xero bank accounts.
- Action: Create Bank Transaction
Creates a new bank transaction (Spend, Receive, Prepayment, Overpayment) in Xero.
- Action: Create Credit Note
Creates a new credit note for a supplier (Accounts Payable) in Xero.
- Action: Update Credit Note Allocation
Updates details of an existing Credit Note.
- Action: Create Payment
Creates a new payment for a specific invoice (Accounts Receivable) or bill (Accounts Payable) in Xero.
- Action: Delete Payment
Marks a payment as DELETED in Xero.
- Action: Create Contact
Creates a new contact record in your Xero system.
- Action: Update Contact
Updates a contact record in your Xero system using ContactID.
- Action: Get Contact
Get detailed contact information from Xero
- Action: Find Bill
Retrieve details of a specific Bill (ACCPAY) using its Invoice ID.
- Action: Create Quote
Creates a new quote in status for a specific contact in Xero.
- Action: Update Quote
Updates an existing quote in draft status for a specific contact in Xero.
- Action: Create Purchase Order
Creates a new purchase order in Xero.
- Action: Create Sales Invoice
Creates a new sales invoice (Accounts Receivable) in Xero.
- Action: Find Sales Invoice
Retrieve details of a specific Sales Invoice (ACCREC) using its Invoice ID.
- Action: Add Note to History
Adds a history note to a specific Xero record (Invoice, Contact, Payment, etc).
- Action: Send Invoice Email
Send an email for the selected Xero Invoice
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Use Xero in an AI agent
Add any Xero action to an agent as a tool. The agent decides when to use it; you set the limits. Pin fields it can't change, limit fields to allowed values, and require approval before it acts. Every action is recorded in the Event Logs.
Connect Xero with other apps
See what you can automate between Xero and another app, with workflows and AI agents.
Which app do you want to connect with Xero?
Pick any of 201 apps to see what it can do with Xero.
Popular with Xero
Xero and AI
Add AI steps to Xero workflows
Summarise, classify or draft with ChatGPT, Claude or Gemini inside a workflow.Xero + ChatGPT Xero + Claude Xero + Gemini
Use Xero actions from Claude or ChatGPT
Expose the Xero actions you choose to Claude, ChatGPT or another MCP client through an MCP server you control.
Set up an MCP server
Connect Xero and run your first workflow
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