--- title: "Connect SightMill and Xero - APIANT.ai" description: "When \"New Survey\" fires in SightMill, your agent runs \"Add purchase order\" in Xero, or \"New bill\" in Xero to \"Add phone contact\" in SightMill." canonical: "https://apiant.ai/connect/sightmill-to-xero" --- # Connect SightMill and Xero When **New Survey** fires in [SightMill](https://apiant.ai/connections/sightmill), your agent runs **Add purchase order** in [Xero](https://apiant.ai/connections/xero), or **New bill** in Xero to **Add phone contact** in SightMill. Describe the whole flow and it is built, tested on every scenario and kept running. SightMill **1** trigger SightMill **9** 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 SightMill 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 SightMill and Xero can do together ### From SightMill to Xero - When **New Survey** in SightMill then **Add purchase order** in Xero - When **New Survey** in SightMill then **Create or update contact** in Xero ### From Xero to SightMill - When **New bill** in Xero then **Add phone contact** in SightMill - When **New or updated contact** in Xero then **List contact groups** in SightMill 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 SightMill and Xero ## Triggers and actions 5 triggers · 35 actions - Trigger **New Survey** Triggers when a new survey response is recorded in a SightMill project. - Action **Add phone contact** Adds a phone contact to a SightMill project so it can receive SMS surveys. - Action **Get email survey response** Returns one email survey's status, score, verbatim comment, respondent email and additional form answers by its Survey ID. - Action **Get SMS survey response** Returns one SMS survey by its ID, including its status, score, written comment, tags and the recipient's phone number. - Action **List contact groups** Returns the contact groups in a SightMill project for the chosen contact category, email or phone. - Action **List email contacts** Returns the email contacts in a SightMill project, optionally limited to one contact group. - Action **List phone contacts** Returns the phone contacts in a SightMill project, optionally limited to one contact group. - Action **List projects** Returns all active SightMill projects in the account, with each project's name, website and which survey channels are active. - Action **Send Email Survey** Sends a SightMill email survey to a single email address and returns the ID of the survey that was sent. - Action **Send SMS Survey** Sends a SightMill SMS survey to a single phone number and returns the ID of the survey that was sent. - 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 - [ **SightMill** Gather customer feedback or employee feedback via email, on your website, by SMS, or at events with...](https://apiant.ai/connections/sightmill) - [ **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 SightMill - [ **SightMill to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/sightmill-to-slack) - [ **SightMill to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/sightmill-to-stripe) - [ **SightMill to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/sightmill-to-trello) - [ **SightMill to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/sightmill-to-zoom) - [ **SightMill to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/sightmill-to-twilio) - [ **SightMill to Typeform** Build and publish online forms, surveys, and quizzes with Typeform.](https://apiant.ai/connect/sightmill-to-typeform) ## 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 ## SightMill and Xero, answered ### ### What can start an automation from SightMill? Any of SightMill's 1 trigger in the catalog, including New Survey. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Xero when something happens in SightMill? 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 SightMill? Yes. When something happens in Xero, your agent can act in SightMill too. This page covers both directions: Xero's triggers and SightMill's actions are listed here as well. ### ### Do I have to build a connector for SightMill 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 SightMill 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.