Connect Xero to Project Broadcast

Both apps 47Xero 30Project Broadcast 17

• 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 broadcast message

  Creates a broadcast message sent to a set of contacts, either immediately or at a scheduled time.

• Action
  Add smart list

  Creates a new smart list in Project Broadcast with the given name.

• Action
  Add tag to contacts

  Adds a tag to one or more contacts. The tag is created if it does not already exist.

• Action
  Add to Campaign

  Adds a contact to a campaign, optionally with the contact's event date for event campaigns.

• Action
  Apply Keyword

  Applies a keyword to a contact, triggering that keyword's actions for them, and returns the updated contact.

• Action
  Delete contact

  Permanently deletes a contact from your Project Broadcast account.

• Action
  Find campaigns

  Searches your Project Broadcast campaigns by name and returns the matching campaigns.

• Action
  Find Contact

  Searches contacts by a search term and optional filters such as tags, campaign or opt-in status, and returns the matching contacts.

• Action
  Find keywords

  Searches your Project Broadcast keywords by term and returns the matching keywords.

• Action
  Find smart lists

  Searches smart lists by name and returns the matching lists.

• Action
  Find templates

  Searches your Project Broadcast templates by name or content, optionally filtered by content type, and returns the matching templates.

• Action
  Get campaign

  Returns a single campaign's details (id, name and type) by its ID.

• Action
  Get contact

  Returns a contact's details, looked up by contact ID, phone number or email address.

• Action
  Remove contact from campaign

  Removes a contact from a Project Broadcast campaign and returns the campaign.

• Action
  Remove contacts from smart list

  Removes one or more contacts from a Project Broadcast smart list.

• Action
  Remove tag from contacts

  Removes a tag from one or more contacts.

• Action
  Send Message

  Sends a text message to a Project Broadcast contact, either now or at a scheduled time, using your own text or a saved template.

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