Connect Xero to Agendor

Both apps 48Xero 30Agendor 18

• 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.

• Action
  Add organization

  Creates a new organization (company) in Agendor, with its contact details, address, classification and custom fields.

• Action
  Add product

  Creates a new product in your Agendor product catalog.

• Action
  Create or Update Organization

  Finds an organization by exact name or CNPJ and updates it, or creates a new organization when none matches.

• Action
  Create or Update Person

  Finds a person by email or CPF and updates them, or creates a new person when no match exists. Returns the person record.

• Action
  Delete deal

  Deletes a deal from Agendor by its ID and returns the deleted deal.

• Action
  Delete organization

  Deletes an organization from Agendor.

• Action
  Delete person

  Deletes a person from Agendor by ID.

• Action
  Find Deal

  Finds deals in Agendor matching a title search and optional filters such as status, stage, owner, organization or person. Returns up to 100 matching deals with their custom fields.

• Action
  Find Person

  Finds people in Agendor matching a name, email, document number, phone or other criteria, and returns the matching people with their custom fields.

• Action
  Get organization

  Returns an Agendor organization by its ID, including contact details, address, owner, people and custom fields.

• Action
  Get person

  Returns a person from Agendor by ID, including their contact details, organization and custom fields.

• Action
  List products

  Returns all products in your Agendor account, including their custom fields.

• Action
  List tasks

  Returns tasks and activities in your Agendor account, optionally filtered by date ranges, related deal/person/organization, users, type and completion status.

• Action
  List users

  Returns the users of your Agendor account, optionally filtered by ID, name, email or active status.

• Action
  Update Deal Basic Data

  Updates an existing deal's basic data in Agendor, such as its title, value, dates, owner, products and custom fields.

• Action
  Update Deal Stage

  Moves a deal to a different stage of its sales funnel, or into another funnel.

• Action
  Update Organization

  Updates an existing organization in Agendor, changing only the details you fill in.

• Action
  Update Person

  Updates an existing person in Agendor. Only the fields you fill in are changed.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.