Connect Partial.ly and Xero

Both apps 47Partial.ly 17Xero 30

• Trigger
  New Customer

  Triggers when a new customer is created in Partial.ly.

• Trigger
  New Payment Plan (Polling)

  Triggers when a new payment plan is created in Partial.ly.

• Trigger
  New Refund

  Triggers when a payment is refunded in Partial.ly.

• Action
  Add a Line Item

  Adds a line item to a Partial.ly payment plan.

• Action
  Create a Customer

  Creates a customer in Partial.ly and returns the new customer record.

• Action
  Delete a Payment Plan

  Deletes a Partial.ly payment plan.

• Action
  Find a Payment Plan

  Returns one Partial.ly payment plan by ID.

• Action
  Find Customers

  Searches Partial.ly customers by name or email and returns the matches.

• Action
  Get a Customer

  Returns one Partial.ly customer by ID.

• Action
  Get an Offer

  Returns one Partial.ly offer (payment plan template) by ID.

• Action
  Get a Payment

  Returns one Partial.ly payment by ID.

• Action
  List Payment Plans

  Returns Partial.ly payment plans, optionally filtered by status or customer.

• Action
  List Payments

  Returns Partial.ly payments, optionally for one payment plan.

• Action
  Refund a Payment

  Refunds all or part of a Partial.ly payment and returns the refund.

• Action
  Send Plan Request Email

  Emails the customer a request to open the payment plan.

• Action
  Update a Customer

  Updates an existing Partial.ly customer and returns the updated record.

• Action
  Update a Payment Plan

  Updates an existing Partial.ly payment plan.

• 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.