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

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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.
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.
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
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.
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
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
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
The exact authentication fields depend on Xero. The workflow structure stays straightforward:
Authorize the Xero account and permissions the workflow needs.
Select one of the current triggers or actions listed above and map its fields.
Run a small test, inspect the result in both systems, and only then enable the workflow.
Explore apps that share a category with Xero or provide a complementary trigger or action.
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.
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.
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.
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.
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