Connect Tools and Xero integrations
Connect Tools and Xero with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Tools and Xero to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.
Generates bundles with their own structure.
Adds a contact to a specified contact group.
Archives a contact with a given ID.
Creates a new bank transaction.
Transfers a specified amount from one account to another.
Creates a new batch payment.
Creates a new contact.
Creates a contact group.
Creates a new credit note.
Creates a new folder.
Adds a note to a record.
Creates a manual journal.
Creates a new account.
Creates a new asset type.
Creates a new employee.
Creates a new invoice.
Creates a new item.
Use this method to apply payments to approved AR and AP invoices or refund AR or AP credit notes.
Creates a new purchase order.
Creates a quote.
Creates a new timesheet.
Creates a new tracking category.
Deletes all contacts from a contact group.
Deletes an existing file.
Deletes an existing folder.
Deletes an existing purchase order.
Deletes an existing timesheet.
Deletes an existing tracking category.
Downloads an attachment.
Downloads an invoice.
Returns information about a transaction with a specified ID.
Retrieves contact information by ID.
Returns information about a contact group.
Returns information about a credit note with a specified ID.
Retrieves an existing file.
Retrieves an existing folder.
Returns information about a manual journal.
Returns information about an account with a specified ID.
Retrieves an existing asset.
Retrieves an existing asset type.
Returns information about an invoice with a given ID.
Retrieves Xero online invoice URL.
Searches for an item by item ID or item code.
Retrieves information about a payment with a specified ID.
Returns information about a purchase order with a specified ID.
Retrieves a sales invoice PDF.
Retrieves a setting object.
Retrieves an existing timesheet.
Retrieves an existing tracking category.
Performs an arbitrary authorized API call.
Removes a contact from a contact group.
The email will be sent to the primary email address of the contact on the invoice. The invoice must be of Type ACCREC and a valid Status for sending (SUMBITTED,AUTHORISED or PAID).
Updates a contact by ID.
Updates an existing file.
Updates an existing folder.
Updates a new account.
Updates an existing asset.
Updates an existing asset type.
Updates an employee by ID.
Updates an invoice by ID.
Updates an item by ID.
Updates an existing purchase order.
Updates an existing tracking category.
Uploads a file to a selected object.
Uploads a file using Files API.
Сreates a new asset.
Returns bank statements for a selected bank account.
Returns the balances and cash movements for each bank account.
Retrieves the changes made to a given object.
Lists all existing asset types.
Retrieves a list of attachments.
Lists all existing files.
Lists all existing folders.
Lists all existing tenants.
Searches for assets or lists them all.
Finds an account by ID, name, or code.
Searches for a contact group.
Searches for a contact by name or email.
Searches for an invoice.
Returns a list of items.
Searches for a manual journals.
Finds a tax rate by name.
Searches for payments or lists them all.
Searches for timesheets or lists them all.
Searches for tracking categories or lists them all.
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Build your Tools and Xero integrations.
Create custom Tools and Xero workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Adds a contact to a specified contact group.
Archives a contact with a given ID.
Generates bundles with their own structure.
Composes a string for easier mapping of scenarios.
Converts a text from one codepage to another.
Creates a new bank transaction.
Transfers a specified amount from one account to another.
Creates a new batch payment.
Creates a new contact.
Popular Tools and Xero workflows.
Looking to get more out of Tools and Xero? With Make you can visually integrate Tools and Xero into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Create a purchase order and a Revolut draft payment when Xero inventory falls below certain level
Use this template to create a Xero purchase order and a Revolut Business draft payment when Xero inventory reaches a certain level. The setup of the template assumes you have your supplier data stored in an Airtable table. Your table has to include these fields: Name of the supplier (First name and Last name if the supplier is an individual), Xero supplier (contact) ID, Quantity you want to purchase, Xero item ID and payment details. To see which details are required to create a Revolut draft payment depending on the country, click [here](https://developer.revolut.com/docs/build-banking-apps/#tutorials-tutorials-work-with-draft-payments-international-payments). For example, if you're creating a payment to the United Kingdom, your Airtable table needs to include an Account Number and a Sort Code; for payment to Germany, it's IBAN and BIC.
TRY IT ->Harvest + Google Sheet + Xero
This template allows you to automatically calculate the total number of hours you spent working for a client during the current month. The calculated data is stored in a Google Sheet but at the same time an invoice is created for the client. Note: In order for this template to work you need to make sure you have an existing record for each of your clients inside your Xero account. The name of each client needs to be the as the one in your Harvest account.
TRY IT ->Create Xero contacts and invoices from 1CRM sales orders
Every time a new sales order is created on 1CRM, Make will automatically create a new contact in Xero if that contact does not exist. After that it will create a new invoice in Xero and add the contact's details to it. If the contact already exists in Xero it will use their details for the invoice.
TRY IT ->Add new Shopify orders to Xero as orders
Every time a new order is created in Shopify, Make will automatically add the data submitted to Xero as a new contact and subsequently create a new order in Xero.
TRY IT ->Add new WooCommerce orders to Xero
Every time a new order is created in WooCommerce, Make will automatically create a new order in Xero.
TRY IT ->Create Xero invoices from ShipStation orders
Every time a new order is created in ShipStation, Make will automatically create a new invoice in Xero.
TRY IT ->Send Slack messages for new Xero invoices
Every time a new invoice is created in Xero, Make will automatically send a message in Slack.
TRY IT ->Add new Xero orders to Trello as cards
Every time a new order is created in Xero, Make will automatically create a new card in Trello.
TRY IT ->Find YouTube videos in a channel, summarize with ChatGPT, and email results
Discover YouTube videos within a specific channel, get concise summaries with ChatGPT, and receive the results via email. This streamlined process ensures you quickly access valuable information in an easy and informative format, enhancing your productivity and decision-making.
TRY IT ->
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