Xero
Beautiful accounting software
How the flow runs
A native automation connects Xero to calls, CRM and run history.
What the engine includes
No-code flows for Xero: triggers, AI steps, CRM and history in Famulor.
Triggers
Calls, bookings, inbound webhooks, schedules and CRM events start the flow.
AI steps
Generate text, extract fields, branch and loop, inside the builder.
CRM & apps
Native CRM actions plus 1000+ connected apps on the automation platform.
Available actions
Actions Famulor can run in Xero from an automation 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
Available triggers
Events in Xero that start a native Famulor flow.
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.
Live in three steps
Connect Xero in the automation platform.
1
Connect your Xero account
OAuth, API key or MCP: credentials stay encrypted on the connection.
2
Build the automation
Wire triggers, AI steps and Xero actions in the visual builder.
3
Test and activate
Dry-run against sample data, then activate. Every run lands in history.
Ready to connect Xero to the native engine?
Start an automation run: triggers, AI steps, CRM and run history, plus 1000+ more apps.
Xero FAQ
Frequently asked questions about the Xero integration
Setup takes less than 5 minutes. Connect your Xero account, configure your voice agent preferences, and start automating your phone calls immediately.