Integrate Xero with Retently

Trigger NPS/CSAT surveys after invoice payments or expense approvals, sync customer billing and financial data to enrich customer profiles in Retently, and use feedback scores to improve financial service offerings.

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About Xero

Xero is an accounting app that allows users to track business expenses and manage accounting activities through web and mobile interfaces. It supports features like invoicing, expense tracking, and bank reconciliation.

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Xero to Retently

1

New Bank Transaction

Triggers when a new bank transaction is created.
2

New Contact

Triggers when you add a new contact.
3

New Payment

Triggers when you receive a new payment.
4

New Purchase Order

Triggers when a new purchase order is created or enters a status for the first time.
5

New Reconciled Payment

Triggers when a payment is reconciled for the first time.
6

New or Updated Contact

Triggers when a contact is created or updated.
7

Updated Quote

Triggers when a quote is created or updated.
8

New Bill

Triggers when you add a new bill. (Accounts Payable).
9

New Credit Note

Triggers when a new credit note is created.
10

New Project

Triggers when a new project is created. May not trigger if there are more than 500 projects.
11

New Quote

Triggers when a new quote is created.
12

New Sales Invoice

Triggers when a new Sales Invoice (Accounts Receivable) is created.
13

Updated Sales Invoice

Triggers when a Sales Invoice is updated.
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Retently to Xero

1

Add Note to Invoice

Adds a note which will appear in the invoice history.
2

Create Bank Transaction

Creates a new Spend/Receive Money bank transaction.
3

Create/Update Contact

Creates a new contact or updates a contact if a contact already exists.
4

Create Credit Note

Creates a new credit note for a contact.
5

Create Inventory Item

Creates an inventory item.
6

Create Sales Invoice

Creates a new sales invoice (Accounts Receivable).
7

Create Project

Creates a new project for a contact.
8

Create Repeating Sales Invoice

Creates a repeated sales invoice (Accounts Receivable).
9

Update Sales Invoice

Updates existing sales invoice (Accounts Receivable).
10

API Request (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
11

Find Purchase Order

Finds a Purchase Order.
12

Get Invoice History

Returns a list of History Records for a given Invoice ID.
13

Find or Create Contact

Finds or creates a specific contact.
14

Add Items to Existing Sales Invoice

Adds line items to an existing sales invoice.
15

Allocate Credit Note to Invoice

Allocates a credit note to an invoice.
16

Create Bank Transfer

Transfers money between two bank accounts.
17

Create New Quote Draft

Creates a new quote draft.
18

Send Sales Invoice by Email

Sends Sales Invoice by Email.
19

Create Bill

Creates a new bill (Accounts Payable).
20

Create Payment

Applies a payment to an invoice.
21

Create Purchase Order

Creates a new purchase order for a contact.
22

Update Purchase Order

Updates an existing Purchase Order.
23

Upload Attachment

Uploads an attachment to a selected Xero resource. Resources can have a maximum of 10 attachments.
24

Find Contact

Finds a contact by name or account number.
25

Find Invoice

Finds an invoice by number or reference.
26

Find Item

Finds an item by name or code.
27

Find or Create Item

Finds or creates an item.

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