--- title: "Connect SendX and Xero - APIANT.ai" description: "When \"Contact Created\" fires in SendX, your agent runs \"Create or update contact\" in Xero, or \"New bill\" in Xero to \"Add Tag to Contact\" in SendX." canonical: "https://apiant.ai/connect/sendx-to-xero" --- # Connect SendX and Xero When **Contact Created** fires in [SendX](https://apiant.ai/connections/sendx), your agent runs **Create or update contact** in [Xero](https://apiant.ai/connections/xero), or **New bill** in Xero to **Add Tag to Contact** in SendX. Describe the whole flow and it is built, tested on every scenario and kept running. SendX **1** trigger SendX **5** actions 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 SendX 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 SendX and Xero can do together ### From SendX to Xero - When **Contact Created** in SendX then **Create or update contact** in Xero - When **Contact Created** in SendX then **Add purchase order** in Xero ### From Xero to SendX - When **New bill** in Xero then **Add Tag to Contact** in SendX - When **New or updated contact** in Xero then **Create or Update Contact** in SendX 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 SendX and Xero ## Triggers and actions 5 triggers · 31 actions - Trigger **Contact Created** Contact Created in the app - Action **Add Tag to Contact** Adds one or more tags to a SendX contact identified by email, creating the contact if it does not exist. - Action **Create or Update Contact** Creates a SendX contact, or updates the existing contact with the same email address. - Action **Get Contact** Fetches a contact by email address or contact ID, including its tags, lists and custom fields. An error occurs if the contact is not found. - Action **Get Tags** Retrieves the tags in your SendX team. - Action **Remove Tag From Contact** Removes one or more tags from a SendX contact identified by 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. ## Each app on its own - [ **SendX** SendX is a lead generation and email marketing automation platform to grow your web business.](https://apiant.ai/connections/sendx) - [ **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 SendX - [ **SendX to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/sendx-to-linkedin) - [ **SendX to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/sendx-to-facebook) - [ **SendX to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/sendx-to-anthropic) - [ **SendX to Supabase** Supabase is an open-source backend-as-a-service providing a Postgres database, authentication, storage, and...](https://apiant.ai/connect/sendx-to-supabase) - [ **SendX to ElevenLabs** ElevenLabs is an AI audio research and deployment company.](https://apiant.ai/connect/sendx-to-elevenlabs) - [ **SendX to Pushover** Pushover sends real-time push notifications to your phone, tablet, desktop, and watch.](https://apiant.ai/connect/sendx-to-pushover) ## 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 ## SendX and Xero, answered ### ### What can start an automation from SendX? Any of SendX's 1 trigger in the catalog, including Contact Created. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Xero when something happens in SendX? 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 SendX? Yes. When something happens in Xero, your agent can act in SendX too. This page covers both directions: Xero's triggers and SendX's actions are listed here as well. ### ### Do I have to build a connector for SendX 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 SendX 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.