Connect Xero to PDFMonkey

Both apps 39Xero 30PDFMonkey 9

• 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 Template

  Create a new document template (HTML/CSS/Liquid or Builder).

• Action
  Delete Document

  Permanently deletes a PDFMonkey document and its generated file.

• Action
  Delete Template

  Delete a document template.

• Action
  Find Document

  Returns up to 24 documents whose ID or filename matches the search text, optionally narrowed by template, status, workspace or last-update time.

• Action
  Generate Document

  Generates a document from a PDFMonkey template and waits for generation to finish, returning the finished document with its download link.

• Action
  Get Template

  Retrieves a PDFMonkey template, including its HTML body, styles, test data and print settings.

• Action
  List Templates

  Return a paginated list of document templates for the workspace.

• Action
  Update Document

  Updates an existing PDFMonkey document: change its template, data or metadata, or set its status to pending to (re)generate it.

• Action
  Update Template

  Update an existing document template's content or settings.

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