Integrating Xero with Tableau 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 data source occurred.

Triggers when a new project occurred.

Triggers when a new view created.

Triggers when a new workbook created.

Triggers when an existing data source is updated

Triggers when an existing view is updated in a workbook.

Triggers when an existing workbook is updated.

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 data source in tableau.

Creates a new workbook in tableau.

Updates an existing data source in tableau.

Update an existing workbook in tableau.