Connect Xero to Crelate

Both apps 44Xero 30Crelate 14

• 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 email

  Logs an email activity in Crelate on a contact, company or job record.

• Action
  Create Note

  Creates a note on a Crelate contact, company or job record.

• Action
  Create Task

  Creates a task in Crelate attached to a contact, company or job record.

• Action
  Create Webhook (Company Created)

  Subscribes a URL to receive a notification whenever a company is created in Crelate.

• Action
  Delete company

  Permanently deletes a company record from Crelate.

• Action
  Delete contact

  Permanently deletes a contact from Crelate.

• Action
  Delete job

  Permanently deletes a job in Crelate.

• Action
  Find Company

  Searches Crelate companies by name, phone, email, city or postal code and returns the matching companies.

• Action
  Find Contact

  Finds contacts by name, email, phone, contact number, city or postal code, returning up to 200 matches.

• Action
  Find Job

  Searches jobs by name keywords or job number and returns the matching jobs.

• Action
  Get company

  Returns a single Crelate company record, including its custom fields, by its id.

• Action
  Get contact

  Returns a single Crelate contact by its id, including all standard and custom fields.

• Action
  Get job

  Returns a single job record by its id, including its custom fields.

• Action
  Update task

  Updates an existing Crelate task. 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.