Integrating Autotask with Xero by AI Agents and Assistants

Triggers whenever a new Account is added.

Triggers whenever a new appointments is added.

Triggers when a new Configuration Item is found.

Trigger when a new contract created.

Trigger when a new New expense created.

Trigger when a new New expense reports created

Triggers whenever a new holiday is added.

Triggers whenever a new invoice is added.

Triggers whenever a new item/service is added.

Triggers whenever a new opportunity is added.

Triggers when a new Project is found.

Triggers when a new Task is found.

Triggers when a new Ticket is found.

Triggers when a new Time Entry is found.

Triggers whenever a new account todos is added.

Triggers whenever a new or updated Contact is found.

Triggers when a ticket note is updated or created.

Trigger if a service call was created/setup

Triggers when an Account is updated.

Triggers when a updated task is found.

Triggers when a ticket is updated.

Triggers when a Time Entry is updated.

Triggered when you add a new bill. (Accounts Payable)

Triggered when you add a new contact.

Triggered when you receive a new payment.

Triggered when a new quote is created.

Triggered when you add a new sales invoice. (Accounts Receivable)

Triggered when a purchase order is created.

Triggered when you update an exiting contact.

Triggered when an exiting quote is updated.

Triggered when you update an exiting sales invoice. (Accounts Receivable)

Triggered when an exiting purchase order is updated.

Creates an account.

Creates an appointment.

Creates a contact.

Create Expense Report.

Creates a opportunity.

Creates a ticket.

Creates a ticket note.

Creates a Time Entry.

Creates a ToDo.

Updates an opportunity.

Updates a ticket.

Transfers money between two bank accounts.

Creates a new bill (Accounts Payable).

Creates a new credit note for a contact.

Creates a new quote draft.

Applies a payment to an invoice.

Creates a new purchase order for a contact.

Creates a new sales invoice (Accounts Receivable).

Creates a new contact or updates a contact if a contact already exists.

Creates a new item or updates a item if a product already exists.