Xero is online accounting software for small businesses. Use Xero to manage invoicing, bank reconciliation, bookkeeping, and much more.
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Triggers
A trigger Trigger specifies when a particular Transaction will start executing. While configuring the Source application, you find a Trigger drop-down list.
When Xero is the Source application, the following triggers are available:
Trigger Name | Description | ||
---|---|---|---|
All New Bank AccountsExtracts all bank accountsTransaction | Triggers when a bank transaction is added or updated. | ||
New or Updated ContactBank Transfer | Triggers when a new contact bank transfer is added or an existing contact is updated. | All Contacts | Extracts all contacts. |
New or Updated ExpenseBranding Theme | Triggers when a new expense branding theme is created added or an existing expense is updated. | ||
All Expenses | Extracts all expenses. | ||
New or Updated Income updated. You can add branding themes to apply to sales invoices, credit notes, statements, quotes, and purchase orders. You can also add a standard branding theme to apply to receipts and remittance advises. | |||
New Contact | Triggers when a new incomecontact is createdadded or an existing income isupdated. | ||
All Incomes | Extracts all incomes. | ||
All Ledger Accounts | Extracts all ledger accounts. | ||
New or Updated Product | Triggers when a new product is created or an existing product is updated. | ||
All Products | Extracts all products. | ||
New or Updated Purchase Invoice | Triggers when a new purchase invoice is created or an existing purchase invoice is updated. | ||
All Purchase Invoices | Extracts all purchase invoices. | ||
All Purchase Credit Notes | Extracts all purchase credit notes. | ||
New or Updated Sales Invoice | Triggers when a new sales invoice is created or an existing sales invoice is updated. | ||
All Sales Invoices | Extracts all sales invoices. | ||
All Services | Extracts all services. | ||
All Tax Rates | Extracts all tax rates New Credit Note | Triggers when a credit note is added or updated. Add a credit note for your customers, that is not linked to a sales invoice you have already created for them - you can allocate the credit note to an invoice later. | |
New Employee | Triggers when an employee is added or updated. | ||
New Expense Claim | Triggers when an expense claim is added or updated. | ||
New Invoice | Triggers when an invoice is added or updated. | ||
New Item | Triggers when an item is added or updated. | ||
New Journal | Triggers when a journal is added or updated. Journals are a tool typically used by accountants or book keepers to work directly with the General Ledger to create both debit and credit entries for specific types of transactions that cannot be entered normally in Xero. For example, recording of accrued expenses or completed work not invoiced. | ||
New Manual Journal | Triggers when a manual journal is added or updated. Manual Journals in Xero display all journals you have posted manually (including their status). | ||
New Payment | Triggers when a payment is added or updated. | ||
New Receipt | Triggers when a receipt is added or updated. | ||
New User | Triggers when a user is added. |
Actions
An Action specifies how the data will be transferred at the destination location. While configuring the Destination (Target) application, you find an Action drop-down list.
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Action Name | Description | ||
---|---|---|---|
Create Bank AccountInvoice | Creates a new Bank Accountan invoice. | ||
Update Bank Create Account | Updates an existing bank account. | Delete Bank Account | Delete an existing accountCreates an account other than credit card and PayPal account. |
Create Bank Transaction | Creates a bank transaction. | ||
Create Bank Transfer | Creates a bank transfer. | ||
Create Contact | Creates a contact. | ||
Create Contact Group | Creates a new contact group. | ||
Update Contact | Updates an existing contact. | ||
Delete Contact | Deletes an existing contactCreate Credit Note | Creates a credit note. | |
Create Employee | Creates an employee. | ||
Create Expense Claim | Creates a new expense. | ||
Update Expense | Updates an existing expense. | ||
Delete Expense | Deletes an existing expense. | ||
Create Income | Creates a new income. | ||
Update Income | Updates an existing income. | ||
Delete Income | Deletes an existing income. | ||
Create Product | Creates a new product. | ||
Update Product | Updates an existing product. | ||
Delete Product | Deletes an existing product. | ||
Create Purchase Credit Note | Creates a new purchase credit note. | ||
Delete Purchase Credit Note | Deletes an existing purchase credit note. | ||
Create Purchase Invoice | Creates a new purchase invoice. | ||
Update Purchase Invoice | Updates an existing purchase invoice. | ||
Delete Purchase Invoice | Deletes an existing purchase invoice. | ||
Create Sales Invoice | Creates a new sales invoice. | ||
Update Sales Invoice | Updates an existing sales invoice. | ||
Delete Sales Invoice | Deletes an existing sales invoice. | ||
Create Service | Creates a new service. | ||
Update Service | Updates an existing service. | ||
Deletes Service | Deletes an existing service. | ||
Create Tax Rate | Creates a new tax rate. | ||
Update Tax Rate | Creates an existing tax rate. | ||
Delete Tax Rate | Deletes an existing tax rate. | ||
Create Sales Quote | Creates a new sales quote. | ||
Update Sales Quote | Updates an existing sales quote. | ||
Delete Sales Quote | Deletes an existing sales quote an expense claim. An expense claim is a collection of receipts from spending personal money that the organisation needs to pay back to you. After submitting an expense claim, you will be reimbursed for your spending. | ||
Add Contacts To Contacts Group | Adds contact to contact group. | ||
Create Item | Creates an item. | ||
Create Manual Journal | Creates a manual journal. | ||
Create Payment | Creates a payment. | ||
Create Receipt | Creates a receipt. | ||
Create Tax Rate | Creates a tax rate. You can charge or record specific tax amounts on invoices, bills, and transactions that you enter into Xero. See https://help.xero.com/int/Settings_TaxRates for more information. | ||
Update Account | Updates an account other than bank account. | ||
Delete Account | Deletes an account other than bank account. | ||
Update Bank Transaction | Updates a bank transaction. | ||
Delete Bank Transaction. | Deletes a bank transaction. | ||
Update Contact | Updates a contact. | ||
Delete Contact | Deletes a contact. | ||
Update Contact Group Name | Updates a contact group name. | ||
Delete Contact Group Name | Deletes a contact group name. | ||
Update Credit Note | Updates credit note with either a DRAFT, SUBMITTED, or AUTHORISED. | ||
Delete Credit Note | Deletes a credit note. | ||
Update Employee | Updates an employee. | ||
Delete Employee | Deletes an employee. | ||
Update Expense Claim | Updates expense claim. | ||
Update Invoice | Updates an invoice with either a DRAFT, SUBMITTED or AUTHORISED status. | ||
Delete Invoice | Deletes an invoice with either a DRAFT, SUBMITTED, or AUTHORISED status. | ||
Update Item | Updates an item. | ||
Update Manual Journal | Updates a manual journel with DRAFT or POSTED status. | ||
Delete Manual Journal | Deletes a manual journel with DRAFT or POSTED status. | ||
Delete Payment | Deletes a payment. | ||
Update Receipt | Updates a receipt with DRAFT status. | ||
Delete Receipt | Deletes a receipt. | ||
Update Tax Rate | Updates a tax rate . All the existing tax components must be supplied when updating a tax rate otherwise the component will be deleted. | ||
Delete Tax Rate | Deletes a tax rate only when the tax rate is not the default on an account or used on a repeating invoice. |