Connect Birdview PSA to Xero and automate any workflow

Adds a new file to activity.

Creates a new project with custom fields (if specified).

Adds a new message to activity.

Updates a activity.

Finds an existing activity.

Finds an existing time log.

Find or Create Activity

Find or Create Project

Find or Create Time Entry

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

Triggers when a new credit note is created.

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

Triggers when you add a new draft expense claim receipt.

Triggers when you add a new sales invoice. (Accounts Receivable).

Triggers when an invoice is updated.

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 existing sales invoice (Accounts Receivable).

Finds a contact by name or account number.

Finds an item by name or code.

Finds or creates an item.

Adds a new file to project.

Creates a new project. Please note, custom fields are not supported by this action. If custom fields are required please use action 'Create Project (with custom fields)'

Adds a new message to project.

Updates a time log.

Finds an existing project.

Find or Create Activity

Find or Create Project

Find or Create Time Entry

Triggers when a new bank transaction is created.

Triggers when you add a new contact.

Triggers when you receive a new payment.

Triggers when a new quote is created.

Triggers when a payment is reconciled for the first time.

Triggers when a contact is created or updated.

Adds line items to an existing sales invoice.

Creates a new Spend/Receive Money bank transaction.

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

Creates a new credit note for a contact.

Creates an inventory item.

Creates a new sales invoice (Accounts Receivable).

Creates a new project for a contact.

Creates a repeated sales invoice (Accounts Receivable)

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

Finds an invoice by number or reference.

Finds or creates a specific contact.