--- title: "Connect Gallabox and Xero - APIANT.ai" description: "When \"Updated Contact\" fires in Gallabox, your agent runs \"Create or update contact\" in Xero, or \"New payment\" in Xero to \"Get Contact\" in Gallabox." canonical: "https://apiant.ai/connect/gallabox-to-xero" --- # Connect Gallabox and Xero When **Updated Contact** fires in [Gallabox](https://apiant.ai/connections/gallabox), your agent runs **Create or update contact** in [Xero](https://apiant.ai/connections/xero), or **New payment** in Xero to **Get Contact** in Gallabox. Describe the whole flow and it is built, tested on every scenario and kept running. Gallabox **1** trigger Gallabox **2** actions Xero **4** triggers Xero **26** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Gallabox and Xero to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Gallabox holds the WhatsApp conversation with a customer; Xero holds their invoices, bills and payments. Connecting the two means a contact updated in Gallabox can be matched by email in Xero and written back as a contact record, and a payment or sales invoice in Xero can update the matching Gallabox contact with its tags and custom fields. Example flows ## What Gallabox and Xero can do together ### From Gallabox to Xero - When **Updated Contact** in Gallabox then **Create or update contact** in Xero - When **Updated Contact** in Gallabox then **Find contact by email** in Xero ### From Xero to Gallabox - When **New payment** in Xero then **Get Contact** in Gallabox - When **New sales invoice** in Xero then **Upsert Contact** in Gallabox Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Gallabox and Xero ## Triggers and actions 5 triggers · 28 actions - Trigger **Updated Contact** Triggers when a contact is updated. - Action **Get Contact** Retrieve a single Gallabox contact by its id, including name, emails, phone numbers, tags, opt-in flags, owner and custom field values. - Action **Upsert Contact** Creates a Gallabox contact, or updates the existing one that matches the email or phone number supplied. - 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. ## Each app on its own - [ **Gallabox** Gallabox is no-code conversation workspace for business to grow sales](https://apiant.ai/connections/gallabox) - [ **Xero** Xero online accounting — manage contacts, invoices, bills, payments, accounts, and bank transactions via the...](https://apiant.ai/connections/xero) Reviews ## What our customers say ## More from Gallabox - [ **Gallabox to Polar** Polar is a modern billing platform for developers & designers.](https://apiant.ai/connect/gallabox-to-polar) - [ **Gallabox to RadiusOS** RadiusOS is an AI-powered CRM for solopreneurs, realtors, and trades.](https://apiant.ai/connect/gallabox-to-radiusos) - [ **Gallabox to RapidoForm** RapidoForm is an advanced video and audio based survey tool with text sentiment analysis.](https://apiant.ai/connect/gallabox-to-rapidoform) - [ **Gallabox to RingCentral** RingCentral provides cloud-based communication system to modern businesses of all sizes.](https://apiant.ai/connect/gallabox-to-ringcentral) - [ **Gallabox to You.com** You.com is an intelligent search platform that delivers accurate, AI-generated responses to help you find...](https://apiant.ai/connect/gallabox-to-you-com) - [ **Gallabox to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/gallabox-to-hubspot) ## More into Xero - [ **HubSpot to Xero** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-xero) - [ **Salesforce to Xero** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-xero) - [ **Slack to Xero** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-xero) - [ **Google Sheets to Xero** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-xero) - [ **Gmail to Xero** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-xero) - [ **Google Calendar to Xero** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-xero) Questions ## Gallabox and Xero, answered ### ### How do you stop duplicate contacts being created in Xero? The agent uses Find contact by email in Xero before writing, so an existing record is passed to Update contact instead of a new one. Create or update contact is only used when you want Xero to match on its own and fill in anything missing. ### ### Can a Xero payment update a contact we already have in Gallabox? Yes. The New payment trigger in Xero can feed Upsert Contact in Gallabox, which matches on the email or phone number supplied and updates the existing contact, adding tags or custom field values rather than creating a second record. ### ### What can start an automation from Gallabox? Any of Gallabox's 1 trigger in the catalog, including Updated Contact. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Xero when something happens in Gallabox? Any of Xero's 26 actions, including Create or update contact, Find contact by email, Create bank transaction and Create bill. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Xero to Gallabox? Yes. When something happens in Xero, your agent can act in Gallabox too. This page covers both directions: Xero's triggers and Gallabox's actions are listed here as well. ### ### Do I have to build a connector for Gallabox or Xero? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Gallabox and Xero without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.