Connect Xero to Pickaxe

Both apps 48Xero 30Pickaxe 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
  Connect Document

  Connect a document to a Pickaxe or User.

• Action
  Create Access Group

  Create a new access group.

• Action
  Create Document

  Create a new document with the provided details.

• Action
  Create User

  Create a new document with the provided details.

• Action
  Delete Access Group

  Delete an access group, or reassign links and users before deleting it.

• Action
  Delete Document

  Delete a specific document by its ID.

• Action
  Delete User

  Delete a specific user by their email.

• Action
  Disconnect Document

  Detach a document from a Pickaxe or User.

• Action
  Find Access Group

  Retrieve a specific access group by its ID.

• Action
  Find Access Groups

  List all access groups for a studio workspace.

• Action
  Find Document by ID

  Retrieve a specific document by its ID.

• Action
  Find Documents

  Finds knowledge base documents whose name or title contains the given text.

• Action
  Find User by Email

  Retrieve a specific user by their email.

• Action
  Find Users

  List all users with optional pagination.

• Action
  Preview Delete Access Group

  Preview the impact of deleting an access group.

• Action
  Remove Access Group Links

  Remove access groups from deployments or portals, or remove resources from an access group.

• Action
  Update Access Group

  Update an existing access group.

• Action
  Update User

  Update a specific user by their email.

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