--- title: "Connect Plezi (Plus & Star) and Xero - APIANT.ai" description: "When \"Contacts Created\" fires in Plezi (Plus & Star), your agent runs \"Create or update contact\" in Xero." canonical: "https://apiant.ai/connect/plezi-plus-star-to-xero" --- # Connect Plezi (Plus & Star) and Xero When **Contacts Created** fires in [Plezi (Plus & Star)](https://apiant.ai/connections/plezi-plus-star), your agent runs **Create or update contact** in [Xero](https://apiant.ai/connections/xero), or **New bill** in Xero to **Create Contact Event** in Plezi (Plus & Star). Describe the whole flow and it is built, tested on every scenario and kept running. Plezi (Plus & Star) **2** triggers Plezi (Plus & Star) **1** action 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 Plezi (Plus & Star) 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) Example flows ## What Plezi (Plus & Star) and Xero can do together ### From Plezi (Plus & Star) to Xero - When **Contacts Created** in Plezi (Plus & Star) then **Create or update contact** in Xero - When **Contacts Recently Changed** in Plezi (Plus & Star) then **Add purchase order** in Xero ### From Xero to Plezi (Plus & Star) - When **New bill** in Xero then **Create Contact Event** in Plezi (Plus & Star) 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 Plezi (Plus & Star) and Xero ## Triggers and actions 6 triggers · 27 actions - Trigger **Contacts Created** Triggers when a new contact is created in Plezi. - Trigger **Contacts Recently Changed** Triggers when a Plezi contact is created or its attributes are updated. - Action **Create Contact Event** Creates a custom event on a Plezi contact, optionally adjusting the contact's score. - 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 - [ **Plezi (Plus & Star)** Plezi is the perfect marketing automation software for overwhelmed marketers to launch and develop your B2B...](https://apiant.ai/connections/plezi-plus-star) - [ **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 Plezi (Plus & Star) - [ **Plezi (Plus & Star) to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/plezi-plus-star-to-salesforce) - [ **Plezi (Plus & Star) to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/plezi-plus-star-to-slack) - [ **Plezi (Plus & Star) to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/plezi-plus-star-to-stripe) - [ **Plezi (Plus & Star) to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/plezi-plus-star-to-shopify) - [ **Plezi (Plus & Star) to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/plezi-plus-star-to-quickbooks-online) - [ **Plezi (Plus & Star) to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/plezi-plus-star-to-trello) ## More into Xero - [ **Gallabox to Xero** Gallabox is no-code conversation workspace for business to grow sales](https://apiant.ai/connect/gallabox-to-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) Questions ## Plezi (Plus & Star) and Xero, answered ### ### What can start an automation from Plezi (Plus & Star)? Any of Plezi (Plus & Star)'s 2 triggers in the catalog, including Contacts Created and Contacts Recently Changed. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Xero when something happens in Plezi (Plus & Star)? Any of Xero's 26 actions, including Create bank transaction, Create bill, Create or update contact and Create payment. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Xero to Plezi (Plus & Star)? Yes. When something happens in Xero, your agent can act in Plezi (Plus & Star) too. This page covers both directions: Xero's triggers and Plezi (Plus & Star)'s actions are listed here as well. ### ### Do I have to build a connector for Plezi (Plus & Star) 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 Plezi (Plus & Star) 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.