Connect Xero to Insightly

Both apps 63Xero 30Insightly 33

• 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 contact to organisation

  Link a contact to an organisation by updating the contact's ORGANISATION_ID.

• Action
  Create contact

  Create a new contact in Insightly.

• Action
  Create event

  Create a new calendar event in Insightly.

• Action
  Create lead

  Create a new lead in Insightly.

• Action
  Create note

  Create a new note in Insightly.

• Action
  Create opportunity

  Create a new opportunity in Insightly.

• Action
  Create organisation

  Create a new organisation in Insightly.

• Action
  Create project

  Create a new project in Insightly.

• Action
  Create task

  Create a new task in Insightly.

• Action
  Delete contact

  Delete a contact by its CONTACT_ID.

• Action
  Delete lead

  Delete a lead by its LEAD_ID.

• Action
  Delete opportunity

  Delete an opportunity by its OPPORTUNITY_ID.

• Action
  Delete organisation

  Delete an organisation by its ORGANISATION_ID.

• Action
  Get contact

  Retrieve a single contact by its CONTACT_ID.

• Action
  Get event

  Retrieves a single Insightly calendar event by its id, including its custom field values and links.

• Action
  Get lead

  Retrieve a single lead by its LEAD_ID.

• Action
  Get note

  Retrieves a single Insightly note by its id, including its title, body, owner, dates and linked records.

• Action
  Get opportunity

  Retrieve a single opportunity by its OPPORTUNITY_ID.

• Action
  Get organisation

  Retrieve a single organisation by its ORGANISATION_ID.

• Action
  Get project

  Retrieve a single project by its PROJECT_ID.

• Action
  Get task

  Retrieve a single task by its TASK_ID.

• Action
  List leads

  List leads (paged).

• Action
  List opportunities

  List opportunities (paged).

• Action
  List organisations

  List organisations (paged).

• Action
  List projects

  List projects (paged).

• Action
  List tasks

  List tasks (paged).

• Action
  List users

  List Insightly users (useful for resolving owner/responsible user IDs).

• Action
  Search contacts

  Search contacts by a single field value (e.g. email_address).

• Action
  Update contact

  Update an existing contact in Insightly.

• Action
  Update lead

  Update an existing lead in Insightly.

• Action
  Update opportunity

  Update an existing opportunity in Insightly.

• Action
  Update organisation

  Update an existing organisation in Insightly.

• Action
  Update task

  Update an existing task in Insightly.

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