Xero
Beau logiciel comptable
Comment le flux s'exécute
Une automatisation native relie Xero aux appels, au CRM et à l'historique.
Ce que le moteur inclut
Flux no-code pour Xero : triggers, IA, CRM et historique dans Famulor.
Triggers
Appels, réservations, webhooks, plannings et événements CRM démarrent le flux.
Étapes IA
Générer du texte, extraire des champs, brancher et boucler, dans le builder.
CRM et apps
Actions CRM natives plus 1000+ apps connectées.
Actions disponibles
Actions que Famulor exécute dans Xero depuis un run.
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
Déclencheurs disponibles
Événements dans Xero qui démarrent un flux Famulor natif.
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.
En trois étapes
Connectez Xero dans la plateforme d'automatisation.
1
Connectez votre compte Xero
OAuth, clé API ou MCP : les identifiants restent chiffrés sur la connexion.
2
Construisez l'automatisation
Reliez triggers, étapes IA et actions Xero dans le builder visuel.
3
Testez et activez
Dry-run sur des données d'exemple, puis activez. Chaque run va dans l'historique.
Connecter Xero au moteur natif ?
Lancez un run : triggers, IA, CRM et historique, plus 1000 apps.
Xero FAQ
Questions fréquentes sur l'intégration Xero
La configuration prend moins de 5 minutes. Connectez votre compte Xero, definissez les preferences de votre agent vocal et commencez immediatement a automatiser vos appels.