Integrating Xero with OneNote 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 new note/page is created in a notebook/section.

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.

Create a new note in the "Quick Notes" section of your default notebook.

Creates a new note/page in a specific Notebook/Section