Connect Xero to Surefire Local Platform

Both apps 45Xero 30Surefire Local Platform 15

• 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 backlink

  Creates a backlink record for a client, saving the source, the linking URL and the date it was referenced.

• Action
  Add client

  Creates a new client in Surefire Local with its business contact details and enabled services.

• Action
  Add group

  Creates a new group in Surefire from an existing client, recording the user who created it.

• Action
  Add message

  Creates a content-calendar message (a WordPress or third-party blog post) for a client, as scheduled, pending approval, or draft.

• Action
  Add order

  Creates a content order for a Surefire Local client, including its title, due date, word limit, keywords and briefing.

• Action
  Create Lead

  Creates a lead (customer contact) for a client location in Surefire Local.

• Action
  Get message

  Returns a content-calendar message (social post) for a client, including its comments and the per-network posts it was published as.

• Action
  List backlinks

  Returns all the saved backlinks of a client, with each backlink's source, link and referenced date.

• Action
  List groups

  Returns the client groups in the account, optionally filtered by national client or group client.

• Action
  List orders

  Returns the orders placed for a client.

• Action
  List tags

  Returns all tags defined for a Surefire location.

• Action
  List users

  Returns the list of active users, optionally filtered to one client.

• Action
  List Yext reviews

  Returns the Yext reviews for a location, optionally filtered by rating, keyword, source, comment status and date range.

• Action
  Update client

  Updates an existing client's business details, contact info and service flags. Only the fields you fill in are changed.

• Action
  Update message

  Updates an existing content message (post), such as its text, subject, status, photos or SEO details, and returns the result reported by Surefire.

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