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

  • 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.

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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?

Xero logoXero

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

  • Claude logoChatGPT logo

    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

FAQ

Got questions?

If you can't find what you're looking for, talk to our team.

Yes. Konnectify connects to Xero with 7 triggers and 18 actions, which you can use in workflows, AI workflows and AI agents.

Connect Xero and run your first workflow

Start on the Free plan with a 14-day trial of paid features, or book a demo and we'll build it with you.

Bring one process. See it running.

In a demo, we'll map one of your processes to a workflow, AI workflow or agent, using the apps you already run.