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 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 Bank Accounts | Extracts all bank accounts. |
New or Updated Contact | Triggers when a new contact is added or an existing contact is updated. |
All Contacts | Extracts all contacts. |
New or Updated Expense | Triggers when a new expense is created or an existing expense is updated. |
All Expenses | Extracts all expenses. |
New or Updated Income | Triggers when a new income is created or an existing income is updated. |
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. |
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.
When Xero is the destination application, the following actions are available:
Action Name | Description |
---|---|
Create Bank Account | Creates a new Bank Account. |
Update Bank Account | Updates an existing bank account. |
Delete Bank Account | Delete an existing account. |
Create Contact | Creates a new contact. |
Update Contact | Updates an existing contact. |
Delete Contact | Deletes an existing contact. |
Create Expense | 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. |