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Famulor AI

Xero

CRM & Sales
23 Acciones13 Disparadores

Hermoso software de contabilidad

Ejemplos de flujos de trabajo

See how you can automate your workflows with Xero and Famulor's telephony AI. Our AI phone agent revolutionizes your business processes.

Automatización telefónica con IA

Famulor's telephony AI automatically triggers actions in Xero based on call content and AI agent interactions

1
AI phone interaction
2
Phone agent processes
3
Xero action triggered

Funciones destacadas

Create no‑code AI phone call systems with Xero integration: never miss a call and convert more leads.

Automatización inteligente

Transforme los flujos de trabajo de Xero con agentes de voz IA.

  • Respuestas automatizadas 24/7
  • Sincronización instantánea de datos de Xero

Plataforma sin código

Configure la integración de Xero en minutos.

  • Creador visual de flujos de trabajo
  • Plantillas predefinidas de Xero

Analíticas avanzadas

Obtenga información en tiempo real de cada interacción con Xero.

  • Métricas de éxito de las llamadas
  • Información de datos de Xero

Acciones disponibles

Actions that Famulor's telephony AI can perform in Xero from your AI phone assistant workflows

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

Disparadores disponibles

Events in Xero that can start your Famulor telephony AI workflows and activate the AI phone assistant

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.

Configuración rápida

Get started with Xero integration in 3 simple steps

Conecta tu cuenta de Xero

Authenticate your Xero account with Famulor using OAuth or API keys. Your credentials are stored securely.

Crea tu flujo de trabajo

Use our visual workflow builder to connect Famulor voice agents with Xero actions and triggers.

Prueba e implementa

Test your integration with sample data, then deploy it to start automating your workflows in real-time.

Ready to connect Xero with telephony AI?

Start automating your workflows with Xero and Famulor's telephony AI today. Our AI phone assistant revolutionizes your business processes.

Xero FAQ

Preguntas frecuentes sobre la integración de Xero

Que tan rapido puedo configurar la integracion de Xero?
La configuracion tarda menos de 5 minutos. Conecta tu cuenta de Xero, define las preferencias del asistente de voz y comienza a automatizar de inmediato.
Que datos se pueden sincronizar entre Xero y Famulor?
Nuestra integracion sincroniza datos relevantes como contactos, leads, campos personalizados, etiquetas e historial de actividad. Los resultados y grabaciones de llamadas se guardan automaticamente en Xero.
Hay limitaciones o restricciones de llamadas?
No hay limites en el numero de llamadas. Tu plan determina el volumen; puedes actualizarlo en cualquier momento. Todas las llamadas cumplen con la normativa e incluyen opcion de exclusion (opt-out).
Puedo personalizar el asistente de voz para los flujos de trabajo de Xero?
Si. Puedes personalizar por completo la personalidad, el guion, la voz y las respuestas basadas en datos de Xero. Crea diferentes agentes para distintos flujos o segmentos.