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Xero integration

Beautiful accounting software. Use Xero from Zoft voice agents, chat agents, workflows and AI employees.

Get early accessTalk to sales
  1. Starts withNew Contact
  2. ZoftAgent or workflow decides what happens next
  3. Then in XeroSend Sales Invoice by Email
  4. AndCreate Bill
Illustrative flow built from Xero’s real triggers and actions.

Zoft + Xero

What Zoft can do with Xero.

  • 01Voice agentsA phone agent can use Xero actions such as Send Sales Invoice by Email and Create Bill during the call, then hand off to a person when it should.
  • 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update Xero while it talks to the customer.
  • 03WorkflowsStart a workflow when “New Contact” happens in Xero, or use Xero as any step on the canvas.
  • 04AI employeesAn AI employee can find and use Xero actions on its own, and ask for your approval before it sends or changes anything important.

Actions 22

Things Zoft can do in Xero.

  • Find ItemFinds an item by name or code.
  • Custom API CallMake a custom API call to a specific endpoint
  • Create BillCreates a new bill (Accounts Payable).
  • Find ContactFinds a contact by name or account number (or SearchTerm).
  • Find InvoiceFinds an invoice by number or reference.
  • Create or Update ContactCreate Xero Contact
  • Create or Update InvoiceCreate Xero Invoice
  • Create PaymentApplies a payment to an invoice.
  • Create ProjectCreates a new project for a contact.
  • Upload AttachmentUploads an attachment to a specific Xero resource.
Show all 22
  • Create Credit NoteCreates a new credit note for a contact.
  • Create New Quote DraftCreates a new draft quote.
  • Send Sales Invoice by EmailSends a sales invoice via email to a contact.
  • Find Purchase OrderFinds a purchase order by given parameters.
  • Create Bank TransferTransfers money between two bank accounts in Xero.
  • Update Sales InvoiceUpdates details of an existing sales invoice (ACCREC).
  • Create Inventory ItemCreates a new inventory item in Xero.
  • Create Purchase OrderCreates a new purchase order for a contact.
  • Update Purchase OrderUpdates details of an existing purchase order.
  • Add Items to Existing Sales InvoiceAdds line items to an existing sales invoice (ACCREC).
  • Create Repeating Sales InvoiceCreates a repeating sales invoice (Accounts Receivable).
  • Allocate Credit Note to InvoiceAllocates a credit note to a specific invoice.

Triggers 13

Events in Xero that can start a workflow.

  • New BillFires when a new bill (Accounts Payable) is added.
  • New QuoteFires when a new quote is created.
  • New ContactFires when a new contact is added to Xero (via Xero webhooks). Configure the webhook in Xero Developer portal to point to this URL.
  • New PaymentFires when a payment is received.
  • New ProjectFires when a new project is created.
  • Updated QuoteFires when a quote is created or updated.
  • New Credit NoteFires when a new credit note is created.
  • New Sales InvoiceFires when a new sales invoice (Accounts Receivable) is created.
  • New Purchase OrderFires when a new purchase order is created or enters a specific status for the first time.
  • New Bank TransactionFires when a new bank transaction is created.
Show all 13
  • Updated Sales InvoiceFires when an existing sales invoice (Accounts Receivable) is updated.
  • New or Updated ContactFires when a contact is created or updated (via Xero webhooks).
  • New Reconciled PaymentFires when a payment is reconciled for the first time.

Setup

Connect Xero in three steps.

  1. 01ConnectChoose Xero in Connections and approve access in the Xero sign-in window. Zoft never sees your password.
  2. 02Put it to workAdd Xero as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
  3. 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.

More accounting integrations.

See all in Accounting

FAQ

Xero on Zoft, answered.

What can Zoft do with Xero?

Zoft supports 22 actions and 13 triggers for Xero. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.

How do I connect Xero to Zoft?

Choose Xero in Connections and approve access in the Xero sign-in window. Zoft never sees your password.

Can a voice agent or chat agent use Xero?

Yes. Once Xero is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.

Can an AI employee work in Xero without supervision?

Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.

Put Xero to work in your operation.

Get early accessTalk to sales