Xero Action Block

The Xero Action Block allows you to manage invoices, contacts, and accounts in Xero from your workflows.

Supported Actions

• Create Invoice - Generate a new invoice with line items, contact, and due date.
• Get Invoice - Retrieve invoice details by ID or number.
• Manage Contacts - Create, update, or search contacts in Xero.
• Get Accounts - Retrieve chart of accounts and account balances.
• Create Payment - Record a payment against an outstanding invoice.

Configuration

• OAuth Credentials - Client ID and Client Secret from Xero Developer.
• Tenant ID - Xero organization identifier.
• Contact ID - Target contact for invoice or payment operations.
• Invoice Data - Line items, amounts, tax type, and due date.

Use Cases

• Automatically generate invoices in Xero when orders are placed.
• Sync contact information between your CRM and Xero.
• Build a payment reconciliation workflow that matches payments to invoices.