Integrating Xero with BambooHR by AI Agents and Assistants

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.

Triggers when a company report changes. Works best with reports sorted by a date field in descending order.

Get a summary of who's out of the office on a given date

Triggers when a new employee is created.

Triggers when an employee created.

Triggers when a new time off is found for the selected conditions. Limited to those employees and time off types that you have view access to.

Triggers when a new time off request is created by an employee whose requests you're able to approve

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.

Creates a new employee

Approve, deny, or cancel a time off request.

Updates an existing employee