Xero

Manage invoices, contacts, and accounts in Xero. Automate bookkeeping, invoice creation, and financial reporting workflows.

Supported Triggers and Actions

Bubble Lab helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event that can happen during the workflow.

Triggers

Events in Xero that can start your workflow

No native triggers. Use webhooks or scheduled triggers to start workflows with Xero.

Actions

Things your workflow can do with Xero

• Create Invoice — Create a new invoice in Xero
• Get Invoice — Retrieve a single invoice by ID
• List Invoices — List invoices with optional filters
• Create Contact — Create a new contact (customer or supplier)
• Get Contact — Retrieve a single contact by ID
• List Contacts — List contacts with optional filters
• List Accounts — List chart of accounts
• Get Report — Retrieve a financial report from Xero

Example workflows

Click any example to try it with Pearl.

Auto-Invoice

When a deal closes in HubSpot, automatically create an invoice in Xero and email it to the client.

Revenue Dashboard

Pull Xero financial reports weekly and compile them into Google Sheets for the leadership team.

Overdue Invoice Alerts

Check Xero for overdue invoices daily and send reminders to the finance team via Slack.

Disclaimer

Bubble Lab workflows may use Large Language Models (LLMs) such as GPT, Claude, and Gemini to generate responses and automate tasks. AI-generated content may be inaccurate, incomplete, or outdated. Users should independently verify any AI-generated outputs before relying on them for decisions.