Connect Pipefile and Xero

Both apps 41Pipefile 11Xero 30

• Trigger
  File Request Created

  Triggers when a file request is created.

• Action
  Add File Request From Template

  Create a new file request from an existing template for one recipient (name/email/phone), optionally on behalf of a team member via X-Pipefile-On-Behalf-Of.

• Action
  Create Contact

  Add to contacts

• Action
  Delete Contact

  Delete a contact by id. Returns 204 No Content on success.

• Action
  Get Contact

  Retrieve one contact by id.

• Action
  Get File Request

  Retrieve detailed information about one file request by id, including contents, items, files, and tracking events.

• Action
  List Contacts

  Retrieve a paginated list of contacts, filterable by name/email/phone partial match.

• Action
  List File Request Templates

  Retrieve the list of file request templates available for creating new file requests, with optional name search.

• Action
  Search File Requests

  Finds all file requests matching this search query (contact name, email, tags, etc).

• Action
  Send Request

  Create and send a new request

• Action
  Update Contact

  Update name/email/phone of an existing contact by id.

• 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.