Finance · CONNECTIONCreate, read and update contacts, sales invoices and purchase bills in one authorized Xero organisation.
Explore 8 workflow actions for Xero, including account permissions and operation limits.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Create one contact.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create one sales invoice (ACCREC) or purchase bill (ACCPAY).
A repeated request may repeat the external action. Review the previous result before retrying a write.
Read one contact by its Xero ID.
Read one invoice or bill by its Xero ID.
Read one page of the organisation's contacts.
Pagination: page. Check the result for additional pages; a single action may not return every record.
Read one page of sales invoices and purchase bills.
Pagination: page. Check the result for additional pages; a single action may not return every record.
Change the given fields of one contact.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Change the given fields of one invoice or bill. Xero limits changes once it is approved or paid.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
Inspect step outputs and confirm the result in Xero. A saved workflow is not a completed provider action.
