Integrate Vitally with Xero to automate your work

Triggers when a Customer first enters a Segment

Creates a Custom Object Instance in Vitally

Creates a Note in Vitally

Creates a project in Vitally for the specified template

Creates a Task in Vitally

Update some of the specified customer's traits

Update some of the specified organization's traits

Update some of the specified user's traits

Finds a custom object instance in Vitally

Finds a note in Vitally

Finds a task in Vitally

Finds a Teammate by email

Finds a note in Vitally

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 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.

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)

Updates existing sales invoice (Accounts Receivable).

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

Finds a Purchase Order

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

Finds or creates a specific contact.

Triggers when a Customer exits a Segment

Creates an Message in Vitally

Create an NPS response

Add a customer to a segment

Creates a new analytics track (charge, click, etc.) in Vitally

Update some of the specified instance's traits

Update the status

Finds a customer by id (vitally or external) or name

Finds an Event by name

Finds a organization by id (vitally or external) or name

Finds a user by id (vitally or external), name, or email

Finds a custom object instance in Vitally

Finds a task in Vitally

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

Triggers when a new credit note is created.

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

Triggers when a new quote is created.

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

Triggers when a Sales Invoice is updated.

Adds line items to an existing sales invoice.

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.