Xero

Available triggers and actions in Xero

• Triggers

  • New/updated credit note
  • New/updated item
  • New/updated overpayment
  • New/updated prepayment
  • New/updated account
  • New/updated bill
  • New/updated contact
  • New/updated employee
  • New/updated invoice
  • New/updated payment

• Actions

  • Custom action
  • Upsert line item to bill or invoice
  • Add person(s) to contact
  • Create timesheet with 1 line item
  • Create bank transaction
  • Create bill with 1 line item
  • Create bill with multiple line items
  • Create contact
  • Create credit note with line items
  • Create employee (US)
  • Create employee (AU)
  • Create invoice with 1 line item
  • Create invoice with line items
  • Create item
  • Create manual journal with line items
  • Create overpayment
  • Create invoice payment
  • Create prepayment
  • Create purchase order with line items
  • Get contact details
  • Get bill or invoice details
  • Get online invoice URL
  • Get manual journal by ID
  • Get payment
  • Get purchase order
  • List accounts
  • List connections
  • List currencies
  • List organisations
  • List tax rates
  • Search accounts
  • Search bank transactions
  • Search contact
  • Search contacts
  • Search credit notes
  • Search bills or invoices
  • Search items
  • Search manual journals
  • Search overpayments
  • Search payments
  • Search prepayments
  • Search purchase orders
  • Upsert contact
  • Update bill or invoice header details
  • Update invoice status
  • Update bill or invoice with line items
  • Update item
  • Update manual journal and line items
  • Upload attachment
  • Void payment

Available triggers and actions in SysAid

• Triggers

  • Add Activity to a Service Record
  • Add Agent to Groups
  • Add End User to Groups
  • Add a Note to a Service Record
  • Convert Agent to End User
  • Convert End User to Agent
  • Create a New Agent
  • Create a New Asset
  • Create a New Attachment
  • Create a New End User
  • Create a New Group
  • Create a Service Record
  • Delete Agent
  • Delete Asset by ID
  • Delete End User
  • Delete a Service Record
  • Generates a Presigned URL for an Attachment Upload
  • Get Agent by ID
  • Get Asset by ID
  • Get Category Hierarchy
  • Get End User by ID
  • Get Group Members
  • Get Group by ID
  • Get Indexes
  • Get List of Agents
  • Get List of Assets
  • Get List of CIs
  • Get List of Companies
  • Get List of End Users
  • Get List of Groups
  • Get Service Record Template by ID
  • Get Service Record Template by Service Record ID
  • Get Service Record's Action Items
  • Get a Service Record by ID
  • Remove Agent from Groups
  • Remove End User from Groups
  • Resolve a Service Record
  • Search Service Records by Specific Parameters
  • Send a Message from a Service Record
  • Update Agent Details
  • Update End User Details
  • Update Service Record Details
  • Update an Asset
  • Updates An Action Item Status
  • Build your own SysAid Public API action with a HTTP request

• Actions

  • Create ticket from events
  • Update ticket details, attachments, or comments
  • Add notes/comments to keep conversations aligned
  • Change status and assignments automatically
  • Service Record Created (Real-time)
  • Service Record Updated (Real-time)