Connect Watermelon and Xero

Both apps 44Watermelon 14Xero 30

• Trigger
  Archive Conversation

  Triggers when a Watermelon conversation is archived.

• Trigger
  Handover Conversation Agent

  Triggers when a Watermelon conversation is handed over to a human agent (its assigned agent changes).

• Trigger
  Handover Conversation Team

  Triggers when a Watermelon conversation is handed over to a team (its assigned team changes).

• Trigger
  New Contact

  Triggers when a new contact is added in Watermelon.

• Trigger
  New Conversation

  Triggers when a new conversation starts in Watermelon.

• Trigger
  Updated Contact

  Triggers when a Watermelon contact is created or updated.

• Action
  Add Contact

  Creates a new contact in Watermelon and returns its ID.

• Action
  Find Contact

  Returns a Watermelon contact by its ID.

• Action
  Find Conversation

  Returns a Watermelon conversation by its ID.

• Action
  Get conversation

  Returns a single conversation by its ID, including its messages, tags, channel and status.

• Action
  Get message

  Returns a single message by its ID, including its text, type, conversation and read status.

• Action
  Search Contacts

  Searches Watermelon contacts for a value such as a name, email or phone number and returns the matches.

• Action
  Sends a Message

  Sends a message in a Watermelon conversation, or starts a new conversation when no conversation ID is given, and returns the message ID.

• Action
  Updates an Existing Contact

  Updates an existing Watermelon contact's name, email or phone number.

• 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.