Connect Clust and Xero

Both apps 64Clust 34Xero 30

• Trigger
  New Application Closed

  Triggers when an application is closed.

• Trigger
  New Application Created

  Triggers when a new application is created.

• Trigger
  New Application Late

  Triggers when an application passes its deadline.

• Trigger
  New Application Progress Stage Changed

  Triggers when an application moves to a different stage.

• Trigger
  New Application Submitted

  Triggers when an application is submitted.

• Trigger
  New Contact

  Triggers when a contact is created.

• Trigger
  New or Updated Application

  Triggers when an application is created or changed.

• Trigger
  New or Updated Application Item

  Triggers when an item of the chosen application is added or changes status (submitted, approved, completed).

• Action
  Approve Application Item

  Approves an application item.

• Action
  Assign a New Stakeholder to Role

  Adds a stakeholder to a role on an existing application.

• Action
  Close Application

  Closes an application.

• Action
  Create Application

  Creates an application from a template and invites the contact to fill it in.

• Action
  Create Company

  Creates a company.

• Action
  Create Contact

  Creates a contact.

• Action
  Create Tag

  Creates a tag.

• Action
  Delete Application

  Deletes an application.

• Action
  Delete Contact

  Deletes a contact.

• Action
  Find Applications

  Returns applications matching a status, contact email, external ID or keyword.

• Action
  Find Companies

  Returns companies matching a keyword.

• Action
  Find Contacts

  Returns contacts matching an email or keyword.

• Action
  Get Application

  Returns one application by ID.

• Action
  Get Application Item

  Returns one application item with its content.

• Action
  Get Company

  Returns one company by ID.

• Action
  Get Contact

  Returns one contact by ID.

• Action
  Get Template

  Returns one application template by ID.

• Action
  List Application Items

  Returns the items (documents, forms, tasks) of an application.

• Action
  List Tags

  Returns the team's tags.

• Action
  List Team Members

  Returns the team's users.

• Action
  List Templates

  Returns the application templates.

• Action
  Reopen Application

  Reopens a closed application.

• Action
  Submit Application

  Submits an application on the client's behalf.

• Action
  Update Application

  Updates an application's title, stage, deadline, external ID or contact details.

• Action
  Update Contact

  Updates a contact.

• Action
  Update Form Field

  Sets the answer of one field in a form item of an application.

• Trigger
  New bill

  Triggered when a new bill (ACCPAY) is added.

• Trigger
  New or updated contact

  Triggered when a contact is created or updated.

• Trigger
  New payment

  Triggered when a new payment is received.

• Trigger
  New sales invoice

  Triggered when a new sales invoice (ACCREC) is added.

• Action
  Add account

  Create a chart of accounts entry.

• Action
  Add credit note

  Create a credit note.

• Action
  Add item

  Create an inventory/sales item.

• Action
  Add purchase order

  Create a purchase order.

• Action
  Add quote

  Create a quote.

• Action
  Create bank transaction

  Create a spend or receive money bank transaction.

• Action
  Create bill

  Create a new bill (Accounts Payable, Type=ACCPAY).

• Action
  Create or update contact

  Create a new contact or update an existing one.

• Action
  Create payment

  Create a payment against an approved invoice.

• Action
  Create sales invoice

  Create a new sales invoice (Accounts Receivable, Type=ACCREC).

• Action
  Find contact by email

  Find a contact by email address.

• Action
  Get contact

  Retrieve a single contact by ContactID.

• Action
  Get invoice

  Retrieve a single invoice by InvoiceID.

• Action
  Get quote

  Returns one quote by its id, with its contact, status, line items and totals.

• Action
  List accounts

  Retrieve the chart of accounts.

• Action
  List bank transactions

  List bank transactions.

• Action
  List contacts

  Retrieve contacts from Xero.

• Action
  List credit notes

  List credit notes.

• Action
  List invoices

  Retrieve sales invoices and bills.

• Action
  List items

  List items.

• Action
  List organisations

  Retrieve organisation details for the connected Xero tenant.

• Action
  List payments

  Retrieve payments.

• Action
  List purchase orders

  List purchase orders.

• Action
  List tax rates

  List tax rates.

• Action
  Update contact

  Update a contact by id.

• Action
  Update invoice

  Update a draft/submitted invoice.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.