Integrate Assignar with Xero to automate your work

Creates an Asset.

Creates a Client

Creates a Contact.

Creates a Journal entry in Assignar against a chosen object.

Creates a Task for a specific Work Order. This typically works best as an action immediately after Create Order is completed.

Creates a contact and Associates it with a Client or Project

Creates a Task.

Creates a User.

Creates a User Induction.

Find attributes for a given Charge Item ID

Updates Activity

Updates Charge Code

Updates a Contact

Updates a Project

Updates a Task.

Updates an existing User Competency

Update a work item description in Assignar

Finds an Activity

Finds an Asset by Assignar Identifier.

Finds all the charge items for a timesheet.

Finds a Competency.

Finds a Digital Docket.

Finds Digital Docket Worker Questions.

Finds an Order using an id

Finds a Order Charge Item.

Finds a Project

Finds a Contact that is associated with a Client or Project.

Finds a Tag in Assignar.

Finds a Timesheet.

Finds a User in Assignar

Finds an existing induction for a user.

Finds an Activity

Finds a Client.

Finds a Contact

Finds the order id using WO

Finds a Contact that is associated with a Client or Project.

Finds a User in Assignar

Finds an existing induction for a user.

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

Triggers when a new credit note is created.

Triggers when you receive a new payment.

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

Triggers when a payment is reconciled for the first time.

Triggers when a contact is created or updated.

Triggers when a quote is created or updated.

Add a note which will appear in the invoice history.

Allocates a credit note to an invoice.

Transfers money between two bank accounts.

Creates a new quote draft.

Send Sales Invoice by Email

Creates a new bill (Accounts Payable).

Applies a payment to an invoice.

Creates a new purchase order for a contact.

Updates an existing Purchase Order.

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

Finds a contact by name or account number.

Finds an invoice by number or reference.

Finds an item by name or code.

Finds or creates an item.

Creates an Activity.

Creates a Charge Code.

Creates a Competency

Creates an Induction

Creates an Order

Creates a Project.

Creates a new Supplier.

Creates a Timesheet

Associates an existing Assignar Competency with a User.

Creates a work item in Assignar

Sends an Email through Assignar Platform.

Updates an Asset

Creates a Client

Updates an existing Order in Assignar.

Updates a Supplier

Updates a User.

Updates an existing User Induction.

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

Finds an Asset.

Finds a Charge Code

Finds a Client.

Finds a Contact

Finds Digital Docket Time Entries.

Finds an Induction.

Finds the order id using WO

Finds Tasks for a given Order.