Connect Xero to WiseTeam

Both apps 47Xero 30WiseTeam 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 account

  Creates a new account (company) in WiseTeam.

• Action
  Add contact

  Creates a new contact in WiseTeam.

• Action
  Add note

  Adds a note to a WiseTeam lead, contact, account, opportunity or other record.

• Action
  Add opportunity

  Creates a new sales opportunity in WiseTeam, optionally linked to an account, contact and lead.

• Action
  Add task

  Creates a task in WiseTeam, optionally attached to a project or other record.

• Action
  Get account

  Returns a single WiseTeam account by its ID.

• Action
  Get contact

  Returns a single WiseTeam contact by its ID, including name, address, phone and email details.

• Action
  Get lead

  Returns a single WiseTeam lead by its record ID, including all of its fields.

• Action
  Get project

  Returns a WiseTeam project by its ID, including its dates, status, budget, owner, account and custom properties.

• Action
  Get task

  Returns a WiseTeam task by its ID, including its name, code, status, type, planned and actual dates, and owner.

• Action
  List accounts

  Returns all accounts in your WiseTeam CRM with their name and code.

• Action
  List contacts

  Returns all contacts in your WiseTeam account.

• Action
  List leads

  Returns the leads in your WiseTeam account.

• Action
  Update account

  Updates an existing account in WiseTeam, changing its name, code or acronym.

• Action
  Update contact

  Updates an existing contact in WiseTeam. Fields left blank keep their current values.

• Action
  Update lead

  Updates an existing WiseTeam lead's topic, owner, status, priority, dates and linked account, contact or campaign.

• Action
  Update opportunity

  Updates an existing opportunity in WiseTeam, such as its title, owner, status, priority, dates or linked account, contact, campaign and lead.

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