Connect Ometria and Xero

Both apps 48Ometria 18Xero 30

• Trigger
  New Order

  Triggers when a new order appears in Ometria.

• Action
  Create or Update Contact

  Creates a contact in Ometria, or updates it when a contact with the same ID already exists in the collection.

• Action
  Create or Update Product

  Creates a product in Ometria, or updates it when a product with the same ID already exists.

• Action
  Get Contact

  Returns one contact from an Ometria contact collection.

• Action
  Get List

  Returns one Ometria list (saved segment) by its ID.

• Action
  Get Order

  Returns one order from Ometria by its order ID.

• Action
  Get Product

  Returns one product from Ometria by its product ID.

• Action
  Get Profile

  Returns one Ometria customer profile by its profile ID.

• Action
  List Contact Collections

  Returns the contact collections in Ometria with the number of contacts in each.

• Action
  List Contacts

  Returns the contacts in one Ometria contact collection.

• Action
  List Custom Events

  Returns custom events recorded in Ometria, optionally of one event type.

• Action
  List List Members

  Returns the customer profiles in one Ometria list.

• Action
  List Lists

  Returns the lists (saved segments) in Ometria.

• Action
  List Orders

  Returns orders from Ometria, optionally filtered by customer.

• Action
  List Products

  Returns products from Ometria's product catalog.

• Action
  List Unsubscribes

  Returns email and SMS unsubscribe events in a time range.

• Action
  Send Transactional Email

  Sends a transactional email to one recipient through Ometria, from your own HTML/text or an Ometria template.

• Action
  Track Custom Event

  Records a custom event for a customer in Ometria.

• 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.