Xero

Xero

Beautiful accounting software

Xero currently provides 13 triggers that can start a workflow and 22 actions a workflow can run. Use those building blocks to keep financial events visible beside the customer, vendor, or project they affect.

Finance13 triggers22 actions

Triggers

(13)

New Contact

Fires when a new contact is added to Xero (via Xero webhooks). Configure the webhook in Xero Developer portal to point to this URL.

New or Updated Contact

Fires when a contact is created or updated (via Xero webhooks).

New Sales Invoice

Fires when a new sales invoice (Accounts Receivable) is created.

Updated Sales Invoice

Fires when an existing sales invoice (Accounts Receivable) is updated.

New Bank Transaction

Fires when a new bank transaction is created.

New Payment

Fires when a payment is received.

New Purchase Order

Fires when a new purchase order is created or enters a specific status for the first time.

New Reconciled Payment

Fires when a payment is reconciled for the first time.

Updated Quote

Fires when a quote is created or updated.

New Bill

Fires when a new bill (Accounts Payable) is added.

New Credit Note

Fires when a new credit note is created.

New Project

Fires when a new project is created.

New Quote

Fires when a new quote is created.

Actions

(22)

Create or Update Contact

Create Xero Contact

Create or Update Invoice

Create Xero Invoice

Allocate Credit Note to Invoice

Allocates a credit note to a specific invoice.

Create Bank Transfer

Transfers money between two bank accounts in Xero.

Create New Quote Draft

Creates a new draft quote.

Send Sales Invoice by Email

Sends a sales invoice via email to a contact.

Create Bill

Creates a new bill (Accounts Payable).

Create Payment

Applies a payment to an invoice.

Create Purchase Order

Creates a new purchase order for a contact.

Update Purchase Order

Updates details of an existing purchase order.

Upload Attachment

Uploads an attachment to a specific Xero resource.

Add Items to Existing Sales Invoice

Adds line items to an existing sales invoice (ACCREC).

Create Credit Note

Creates a new credit note for a contact.

Create Inventory Item

Creates a new inventory item in Xero.

Create Project

Creates a new project for a contact.

Update Sales Invoice

Updates details of an existing sales invoice (ACCREC).

Create Repeating Sales Invoice

Creates a repeating sales invoice (Accounts Receivable).

Find Contact

Finds a contact by name or account number (or SearchTerm).

Find Invoice

Finds an invoice by number or reference.

Find Item

Finds an item by name or code.

Find Purchase Order

Finds a purchase order by given parameters.

Custom API Call

Make a custom API call to a specific endpoint

What can you automate with Xero and Coherence?

These recipes are generated from the triggers, actions, and categories currently available for this piece. Use them as starting points, then choose the exact fields, conditions, and records your workflow should update.

Bring Xero activity into Coherence

Start from a supported Xero event, then create or update the appropriate CRM, project, or custom record with the source context preserved.

Starts with

New Contact

Finishes with

Create or update a Coherence record

Act in Xero from a Coherence workflow

Use a change in Coherence to run a supported Xero action, so the next step follows the record instead of relying on someone to copy it.

Starts with

A Coherence record or workflow changes

Finishes with

Create or Update Contact

Connect Xero to the wider customer workflow

Combine Xero with another integration and Coherence records to keep financial events visible beside the customer, vendor, or project they affect.

Starts with

New Contact

Finishes with

Create or Update Contact, then preserve the outcome in Coherence

How to connect Xero

The exact authentication fields depend on Xero. The workflow structure stays straightforward:

1

Connect the account

Authorize the Xero account and permissions the workflow needs.

2

Choose a supported step

Select one of the current triggers or actions listed above and map its fields.

3

Test with a real record

Run a small test, inspect the result in both systems, and only then enable the workflow.

Related integrations for the same workflow

Explore apps that share a category with Xero or provide a complementary trigger or action.

Xero integration questions

What can I automate with the Xero integration?

Xero currently provides 13 triggers that can start a workflow and 22 actions a workflow can run. Use those building blocks to keep financial events visible beside the customer, vendor, or project they affect.

How many Xero triggers and actions are available?

Xero currently lists 13 triggers and 22 actions in the integration catalog. The supported list is refreshed from the pieces available in Coherence, so review the capability names on this page before building a workflow.

Can Xero connect to other apps through Coherence?

Yes. A workflow can combine supported Xero triggers or actions with Coherence records and other available integrations. The exact flow depends on the authentication, permissions, triggers, and actions exposed by each connected app.

Do I need to write code to connect Xero?

The listed triggers and actions are designed for visual workflows. If the pre-built integration does not expose a capability you need, HTTP and webhook steps can cover APIs that your team is authorized to use.

Ready to connect Xero?

Start automating in minutes. No credit card required.