Connect Nimbata and Xero

Both apps 41Nimbata 11Xero 30

• Trigger
  New form submission

  Triggers when a new form submission is received in a Nimbata project.

• Action
  Add tag

  Creates a new tag in a tag category of a Nimbata project, ready to be applied to calls and form submissions.

• Action
  Add tags to call

  Adds one or more tags to a call and keeps the tags it already has. Returns the call's full list of tag IDs after the change.

• Action
  Get call

  Returns an inbound call's details, including its attribution, call-flow information and custom field values.

• Action
  Get lead

  Returns one lead with its phone numbers, emails, and first and last interaction details. If the lead was merged into another, returns the surviving lead.

• Action
  Get tracking number

  Returns one tracking number from a project, looked up by its ID or phone number, including its status, line type, country, call flow and tracking source.

• Action
  List calls

  Returns the inbound and outbound calls of a project, newest first, optionally narrowed by date range, caller, tracking number, outcome or campaign.

• Action
  List form submissions

  Returns the form submissions recorded in a Nimbata project, optionally narrowed by form, date range, attribution, device, tag or value.

• Action
  List leads

  Returns the identified leads in a Nimbata project, most recent interaction first, optionally narrowed to one phone number or email address.

• Action
  List SMS messages

  Returns a project's SMS messages, newest first, optionally filtered by date range, direction, status or phone number.

• Action
  List tracking numbers

  Returns the tracking numbers in a Nimbata project, optionally narrowed by a name or phone number search.

• 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.