[ Buchhaltung ]
Xero Integration für eure Workflows.
Verbindet Xero einmal mit Collabase und nutzt 48 Aktionen und 13 Auslöser in euren Workflows. Ohne eine Zeile Code, betrieben in der Schweiz.
AnmeldungOAuth 2.0
KategorieBuchhaltung
AktualisiertOktober 2026
LizenzOpen Source (MIT)
Zurück zum Verzeichnis
Xero in Collabase
Verbindet Xero einmal mit Collabase und nutzt 48 Aktionen und 13 Auslöser in euren Workflows. Ohne eine Zeile Code, betrieben in der Schweiz.
[ Beschreibung des Dienstes (englisch) ]
Beautiful accounting software
So verbindet ihr es
- Öffnet in den Einstellungen des Workspace die Integrationen.
- Wählt Xero und verbindet euer Konto.
- Fügt im Workflow einen Auslöser oder eine Aktion hinzu.
- Log in to Xero.
- Go to Developer portal.
- Click on the App you want to integrate.
- On the left, click on Configuration.
- Enter your redirect url.
- Copy the Client Id and Client Secret.
Auslöser von Xero
| Name | Beschreibung | Felder |
|---|---|---|
| New ContactSofort per Webhook | 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 or Updated ContactSofort per Webhook | Fires when a contact is created or updated (via Xero webhooks). |
|
| New Sales InvoiceSofort per Webhook | Fires when a new sales invoice (Accounts Receivable) is created. |
|
| Updated Sales InvoiceSofort per Webhook | Fires when an existing sales invoice (Accounts Receivable) is updated. |
|
| New Bank TransactionFragt in Intervallen ab | Fires the first time a bank transaction is created or changed after the trigger is turned on. |
+ 3
|
| New PaymentFragt in Intervallen ab | Fires the first time a payment is recorded or changed after the trigger is turned on. |
+ 2
|
| New Purchase OrderFragt in Intervallen ab | Fires the first time a purchase order is created or changed after the trigger is turned on, or enters a chosen status for the first time. |
+ 1
|
| New Reconciled PaymentFragt in Intervallen ab | Fires when a payment is reconciled for the first time. |
+ 2
|
| Updated QuoteFragt in Intervallen ab | Fires when a quote is created or updated. |
+ 3
|
| New BillFragt in Intervallen ab | Fires the first time a bill (Accounts Payable) is created or changed after the trigger is turned on. |
+ 1
|
| New Credit NoteFragt in Intervallen ab | Fires the first time a credit note is created or changed after the trigger is turned on. |
+ 2
|
| New ProjectFragt in Intervallen ab | Fires when a new project is created. |
|
| New QuoteFragt in Intervallen ab | Fires the first time a quote is created or changed after the trigger is turned on. |
+ 3
|
Aktionen von Xero
| Name | Beschreibung | Felder |
|---|---|---|
| Create or Update Contact | Create Xero Contact |
|
| Create or Update Invoice | Create Xero Invoice |
+ 4
|
| Allocate Credit Note to Invoice | Allocates a credit note to a specific invoice. |
|
| Create Bank Transfer | Transfers money between two bank accounts in Xero. |
+ 2
|
| Create New Quote Draft | Creates a new draft quote. |
+ 6
|
| Send Sales Invoice by Email | Sends a sales invoice via email to a contact. |
|
| Create Bill | Creates a new bill (Accounts Payable). |
+ 2
|
| Create Payment | Applies a payment to an invoice. |
+ 1
|
| Create Purchase Order | Creates a new purchase order for a contact. |
+ 9
|
| Update Purchase Order | Updates details of an existing purchase order. |
+ 3
|
| Upload Attachment | Uploads an attachment to a specific Xero resource. |
+ 1
|
| Add Items to Existing Sales Invoice | Adds line items to an existing sales invoice (ACCREC). |
|
| Create Credit Note | Creates a new credit note for a contact. |
+ 5
|
| Create Inventory Item | Creates a new inventory item in Xero. |
+ 7
|
| Create Project | Creates a new project for a contact. |
|
| Update Sales Invoice | Updates details of an existing sales invoice (ACCREC). |
+ 7
|
| Create Repeating Sales Invoice | Creates a repeating sales invoice (Accounts Receivable). |
+ 12
|
| 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. |
+ 4
|
| Get Invoice History | Returns a list of history records for a given invoice ID. |
|
| Create Bank Transaction | Creates a new Spend/Receive Money bank transaction. |
+ 3
|
| Find or Create Contact | Finds or creates a specific contact. |
|
| List Organisations | Lists the Xero organisations this connection can access. | 0 |
| Get Organisation Details | Gets the settings of a Xero organisation, such as base currency, tax settings and financial year end. |
|
| Get Invoice | Gets one invoice or bill by its ID or invoice number, including line items. |
|
| Search Invoices | Searches sales invoices and bills by type, status, contact, date range or text, one page at a time. |
+ 4
|
| Download Invoice PDF | Downloads the PDF of an invoice or bill so you can attach or send it in later steps. |
|
| Get Contact | Gets one contact by ID, with addresses and phone numbers. |
|
| Archive Contact | Archives a contact so it no longer appears in contact lists. |
|
| Create or Update Item | Creates a product or service item, or updates the item that already has this code. |
+ 9
|
| Search Payments | Searches payments by invoice, status, payment type or date range, one page at a time. |
+ 3
|
| Delete Payment | Deletes (reverses) a payment so the invoice or bill is unpaid again. |
|
| Void or Delete Invoice | Voids an approved invoice or bill, or deletes it while it is still a draft or awaiting approval. |
|
| Search Bank Transactions | Searches spend and receive money transactions by type, status, bank account, contact or date range. |
+ 4
|
| Create Manual Journal | Creates a manual journal with balanced debit and credit lines. |
+ 1
|
| List Accounts | Lists the chart of accounts, optionally filtered by type, class or status. |
|
| List Tax Rates | Lists the tax rates of the organisation and the TaxType codes to use on line items. |
|
| List Tracking Categories | Lists tracking categories (such as Region or Department) and their options. |
|
| Get Profit and Loss | Runs the Profit and Loss report for a date range, with optional comparison periods. |
+ 1
|
| Get Balance Sheet | Runs the Balance Sheet report as at a date, with optional comparison periods. |
|
| Get Bank Summary | Runs the Bank Summary report: opening balance, cash in, cash out and closing balance per bank account. |
|
| Get Trial Balance | Runs the Trial Balance report as at a date. |
|
| Get Executive Summary | Runs the Executive Summary report: cash, profitability, balance sheet and performance ratios for a month. |
|
| Get Aged Receivables for Contact | Runs the Aged Receivables report for one customer: what they owe, by invoice and age. |
|
| Get Aged Payables for Contact | Runs the Aged Payables report for one supplier: what you owe them, by bill and age. |
|
| Custom API Call | Make a custom API call to a specific endpoint |
+ 3
|
[ Buchhaltung ]
Verwandte Integrationen
Werkzeuge, die häufig im selben Workflow stehen.
Fragen zu Xero
Was kann ich mit Xero in Collabase automatisieren?
Xero bringt 48 Aktionen und 13 Auslöser mit, zum Beispiel Create or Update Contact, Create or Update Invoice, Allocate Credit Note to Invoice, Create Bank Transfer und 44 weitere. Ihr setzt sie im Workflow ohne Code zusammen und kombiniert sie mit allen anderen Integrationen.
Wie verbinde ich Xero mit Collabase?
Ihr öffnet die Integrationen in den Einstellungen des Workspace, wählt Xero und verbindet euer Konto einmal, per OAuth 2.0. Danach stehen alle Auslöser und Aktionen im Workflow bereit.
Kann Xero einen Workflow starten?
Ja. Xero stellt 13 Auslöser bereit, zum Beispiel New Contact, New or Updated Contact, New Sales Invoice und 10 weitere. Der Workflow läuft, sobald das Ereignis eintritt.
Kostet die Xero Integration extra?
Nein. Alle Integrationen sind in jeder Lizenz enthalten, in der Isolated Cloud wie im Self-Hosted-Betrieb. Es gibt keinen Modulpreis.
Prüfe es an deinen eigenen Inhalten. Ein Proof of Concept steht in wenigen Tagen.
Wir setzen eine Instanz mit deinen Inhalten auf, du prüfst sie an echten Abläufen. Im Erstgespräch klären wir Umfang, Betriebsmodell und Zeitplan.