Integrate Xero with Retently
Trigger NPS/CSAT surveys after invoice payments or expense approvals, sync customer billing and financial data to enrich customer profiles in Retently, and use feedback scores to improve financial service offerings.
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About Xero
Xero is an accounting app that allows users to track business expenses and manage accounting activities through web and mobile interfaces. It supports features like invoicing, expense tracking, and bank reconciliation.
Xero to Retently
New Bank Transaction
Triggers when a new bank transaction is created.New Contact
Triggers when you add a new contact.New Payment
Triggers when you receive a new payment.New Purchase Order
Triggers when a new purchase order is created or enters a status for the first time.New Reconciled Payment
Triggers when a payment is reconciled for the first time.New or Updated Contact
Triggers when a contact is created or updated.Updated Quote
Triggers when a quote is created or updated.New Bill
Triggers when you add a new bill. (Accounts Payable).New Credit Note
Triggers when a new credit note is created.New Project
Triggers when a new project is created. May not trigger if there are more than 500 projects.New Quote
Triggers when a new quote is created.New Sales Invoice
Triggers when a new Sales Invoice (Accounts Receivable) is created.Updated Sales Invoice
Triggers when a Sales Invoice is updated.
Retently to Xero
Add Note to Invoice
Adds a note which will appear in the invoice history.Create Bank Transaction
Creates a new Spend/Receive Money bank transaction.Create/Update Contact
Creates a new contact or updates a contact if a contact already exists.Create Credit Note
Creates a new credit note for a contact.Create Inventory Item
Creates an inventory item.Create Sales Invoice
Creates a new sales invoice (Accounts Receivable).Create Project
Creates a new project for a contact.Create Repeating Sales Invoice
Creates a repeated sales invoice (Accounts Receivable).Update Sales Invoice
Updates existing sales invoice (Accounts Receivable).API Request (Beta)
This is an advanced action which makes a raw HTTP request that includes this integration's authentication.Find Purchase Order
Finds a Purchase Order.Get Invoice History
Returns a list of History Records for a given Invoice ID.Find or Create Contact
Finds or creates a specific contact.Add Items to Existing Sales Invoice
Adds line items to an existing sales invoice.Allocate Credit Note to Invoice
Allocates a credit note to an invoice.Create Bank Transfer
Transfers money between two bank accounts.Create New Quote Draft
Creates a new quote draft.Send Sales Invoice by Email
Sends Sales Invoice by Email.Create Bill
Creates a new bill (Accounts Payable).Create Payment
Applies a payment to an invoice.Create Purchase Order
Creates a new purchase order for a contact.Update Purchase Order
Updates an existing Purchase Order.Upload Attachment
Uploads an attachment to a selected Xero resource. Resources can have a maximum of 10 attachments.Find Contact
Finds a contact by name or account number.Find Invoice
Finds an invoice by number or reference.Find Item
Finds an item by name or code.Find or Create Item
Finds or creates an item.Related blog posts
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