Connect CrewForm and Xero

Both apps 41CrewForm 11Xero 30

• Trigger
  AI Agent Task Failed

  Triggers when a CrewForm AI agent task fails.

• Action
  Add agent

  Creates a new AI agent in your CrewForm workspace with the model, instructions and settings you choose.

• Action
  Delete agent

  Deletes an AI agent from your CrewForm workspace.

• Action
  Delete task

  Deletes a task from your CrewForm workspace.

• Action
  Get agent

  Returns a single CrewForm agent by its id, including its model, prompt and settings.

• Action
  Get task

  Returns a single CrewForm task by its id, including its title, status, priority, assigned agent and results.

• Action
  List agents

  Returns all AI agents in your CrewForm workspace, with each agent's name, model, prompt and settings.

• Action
  List tasks

  Returns the tasks in your CrewForm workspace, newest first, optionally only those with a given status.

• Action
  Send Task to AI Agent

  Creates a task in CrewForm assigned to an AI agent, which dispatches it to that agent to work on right away. Returns the created task.

• Action
  Update agent

  Updates an existing CrewForm agent's name, model, prompt, temperature, tools, status or configuration. Only the fields you fill in are changed.

• Action
  Update task

  Updates an existing CrewForm task's title, description, priority, status, assigned agent or team, or metadata.

• 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.