Xero
Schöne Buchhaltungssoftware
So läuft der Flow
Ein nativer Automat verbindet Xero mit Anrufen, CRM und Run-History.
Was die Engine mitbringt
No-Code-Flows für Xero: Trigger, KI-Steps, CRM und History in Famulor.
Trigger
Calls, Buchungen, Inbound-Webhooks, Zeitpläne und CRM-Events starten den Flow.
KI-Steps
Text erzeugen, Felder extrahieren, Bedingungen und Loops, direkt im Builder.
CRM & Apps
Native CRM-Aktionen plus 1000+ verbundene Apps über die Automationsplattform.
Verfügbare Aktionen
Aktionen, die Famulor in Xero aus einem Automationslauf ausführt.
Add Items to Existing Sales Invoice
Adds line items to an existing sales invoice (ACCREC).
Allocate Credit Note to Invoice
Allocates a credit note to a specific invoice.
Create Bank Transfer
Transfers money between two bank accounts in Xero.
Create Bill
Creates a new bill (Accounts Payable).
Create Credit Note
Creates a new credit note for a contact.
Create Inventory Item
Creates a new inventory item in Xero.
Create New Quote Draft
Creates a new draft quote.
Create or Update Contact
Create Xero Contact
Create or Update Invoice
Create Xero Invoice
Create Payment
Applies a payment to an invoice.
Create Project
Creates a new project for a contact.
Create Purchase Order
Creates a new purchase order for a contact.
Create Repeating Sales Invoice
Creates a repeating sales invoice (Accounts Receivable).
Custom API Call
Make a custom API call to a specific endpoint
Find Contact
Finds a contact by name or account number (or SearchTerm).
Find Invoice
Finds an invoice by number or reference.
Find Item
Finds an item by name or code.
Find Purchase Order
Finds a purchase order by given parameters.
Send Sales Invoice by Email
Sends a sales invoice via email to a contact.
Update Purchase Order
Updates details of an existing purchase order.
Update Sales Invoice
Updates details of an existing sales invoice (ACCREC).
Upload Attachment
Uploads an attachment to a specific Xero resource.
Xero
Beautiful accounting software
Verfügbare Auslöser
Ereignisse in Xero, die einen nativen Famulor-Flow starten.
New Bank Transaction
Fires when a new bank transaction is created.
New Bill
Fires when a new bill (Accounts Payable) is added.
New Contact
Fires when a new contact is added to Xero (via Xero webhooks). Configure the webhook in Xero Developer portal to point to this URL.
New Credit Note
Fires when a new credit note is created.
New or Updated Contact
Fires when a contact is created or updated (via Xero webhooks).
New Payment
Fires when a payment is received.
New Project
Fires when a new project is created.
New Purchase Order
Fires when a new purchase order is created or enters a specific status for the first time.
New Quote
Fires when a new quote is created.
New Reconciled Payment
Fires when a payment is reconciled for the first time.
New Sales Invoice
Fires when a new sales invoice (Accounts Receivable) is created.
Updated Quote
Fires when a quote is created or updated.
Updated Sales Invoice
Fires when an existing sales invoice (Accounts Receivable) is updated.
In drei Schritten live
Xero in der Automationsplattform verbinden.
1
Xero-Konto verbinden
OAuth, API-Key oder MCP: Credentials bleiben verschlüsselt in der Connection.
2
Automation bauen
Trigger, KI-Steps und Xero-Aktionen im visuellen Builder verknüpfen.
3
Testen und aktivieren
Dry-Run gegen Beispieldaten, dann aktivieren. Jeder Lauf landet in der History.
Xero mit der nativen Engine verbinden?
Starte einen Automationslauf: Trigger, KI-Steps, CRM und Run-History, plus 1000+ weitere Apps.
Xero FAQ
Häufige Fragen zur Xero-Integration
Die Einrichtung dauert weniger als 5 Minuten. Verbinde dein Xero-Konto, konfiguriere die Praeferenzen deines Sprachagenten und starte sofort mit der Automatisierung.