Connect Salescaptain and Xero

Both apps 54Salescaptain 24Xero 30

• Trigger
  New Contact

  Triggers when a contact is created in a company.

• Action
  Add Tag to Contact

  Assigns an existing tag to a contact.

• Action
  Create Contact

  Creates a contact in a company. Give a phone or an email.

• Action
  Create Tag

  Creates a tag in a company.

• Action
  Delete Contact

  Permanently deletes a contact.

• Action
  Delete Tag

  Permanently deletes a tag.

• Action
  Get Account

  Returns one user account by its ID.

• Action
  Get Call Analytics

  Returns inbound and outbound call analytics per account for one or more companies.

• Action
  Get Company

  Returns one company by its ID.

• Action
  Get Contact

  Returns one contact by its ID.

• Action
  Get Conversation

  Returns one conversation by its ID.

• Action
  Get Conversation Profile

  Returns one conversation profile by its ID.

• Action
  Get Custom Field

  Returns one custom field definition by its ID.

• Action
  List Accounts

  Returns the user accounts in a company.

• Action
  List Companies

  Returns the companies the API token has access to.

• Action
  List Contacts

  Returns a page of contacts for a company, optionally filtered by a search term.

• Action
  List Conversation Profiles

  Returns the conversation profiles (phone lines, inboxes) of a company.

• Action
  List Conversations

  Returns a page of conversations for a company.

• Action
  List Custom Fields

  Returns the contact custom field definitions of a company.

• Action
  List SMS Templates

  Returns the active SMS templates of a company, grouped by type.

• Action
  List Tags

  Returns the tags of a company.

• Action
  Remove Tag from Contact

  Removes a tag from a contact.

• Action
  Send Message

  Sends an outbound message in a conversation.

• Action
  Update Contact

  Updates a contact's name, phone or email.

• 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.