Xero
Beautiful accounting software
Connect Xero with Famulor's telephony AI to create powerful automated workflows. Our AI phone assistant automates your phone calls and syncs data seamlessly with Xero. Setup takes less than 5 minutes with our no-code platform.
Workflow Examples
See how you can automate your workflows with Xero and Famulor's telephony AI. Our AI phone agent revolutionizes your business processes.
AI Phone Automation
Famulor's telephony AI automatically triggers actions in Xero based on call content and AI agent interactions
Feature Highlights
Create no‑code AI phone call systems with Xero integration: never miss a call and convert more leads.
Smart Automation
Transform Xero workflows with AI voice agents.
- 24/7 automated responses
- Instant Xero data sync
No‑Code Platform
Set up Xero integration in minutes.
- Visual workflow builder
- Pre‑built Xero templates
Advanced Analytics
Get real‑time insights from every Xero interaction.
- Call success metrics
- Xero data insights
Available Actions
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
Available Triggers
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.
Quick Setup Guide
Get started with Xero integration in 3 simple steps
Connect your Xero account
Authenticate your Xero account with Famulor using OAuth or API keys. Your credentials are stored securely.
Create your workflow
Use our visual workflow builder to connect Famulor voice agents with Xero actions and triggers.
Test and deploy
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.
FAQ
Frequently asked questions about Xero integration