Pick a template → connect your tools → go live in 2 minutes.
Each Monday, DeskFerry pulls Xero Get Contacts with overdue balances and sends personalized Gmail reminders with links to outstanding invoices.
Xero: Contacts with overdue balances
DeskFerry: Match & route
Gmail: Send personalized reminder email
DeskFerry reads Xero Get Quotes daily, identifies accepted quotes, and uses Update Invoice to mark the related draft invoice as approved for sending.
Xero: Quote accepted in Get Quotes
DeskFerry: Generate output
Xero: Mark draft invoice approved
Weekly, DeskFerry calls Xero Get Connections, diffs against last snapshot, and posts new or removed tenants into a Slack finance-ops channel.
Xero: Weekly connection audit
DeskFerry: Decide the next action
Slack: Post integration changes
An event occurs in Xero or a connected app that starts your automation.
The AI agent analyzes the data, makes intelligent decisions, and determines the best actions.
The agent executes actions in Xero and other tools — no manual work required.
Xero simplifies workflows, while DeskFerry empowers these tasks with AI agents.
Send escalating email + SMS reminders for overdue Xero invoices until payment lands.
Capture receipts from email or Slack and push to Xero with category and project pre-tagged.
Turn monthly Xero close into a tracked checklist with reminders and ownership across the team.
Digest Xero revenue activity weekly — invoiced, recognized, deferred — for the finance lead.
Ready-to-use Xero actions you can add to your agents instantly.
Custom API calls to Xero with full control for advanced use cases.
Sign in to your DeskFerry account and navigate to integrations or create a new AI agent.
A secure pop-up will ask you to log in. This authorizes DeskFerry to access your API using OAuth.
Choose "Xero" from the tool list, then select the action you want to perform.
Test your automation with sample data, then deploy it to run on schedule or by event.
The integration uses secure OAuth authentication, ensuring only authorized workflows access your Xero data.
Your data remains private and is never used for model training.
We never store anything we don't need to. Inputs and outputs of your tools are never stored.
Xero is online accounting software for small businesses. Manage invoicing, bank reconciliation, bookkeeping, and expenses from one place. With DeskFerry, you can connect Xero to bexio, ERPNext, Harvest and 1,500+ other apps using AI-powered workflows. No coding required — set up triggers, actions, and intelligent automation in minutes.
As a business management tool, Xero connects with other business management apps like bexio, ERPNext, Harvest, Invoice Ninja through DeskFerry's integration platform. Build multi-step automations that combine Xero with AI-powered decision making, data transformation, and cross-app orchestration.
Every item is a real, named endpoint from Xero's API. Your agent can watch events and run 4 actions — no glue code.
Things the agent can do
Tool to list active xero connections. use when you need to retrieve all current tenant connections for the authenticated user.
Tool to retrieve a list of contacts. use when you need up-to-date contact information with filtering, paging, or incremental updates.
Tool to retrieve a list of quotes. use when you need to list, filter, or page through sales quotes. use after obtaining the tenant id via connections.
Tool to update an existing invoice. use when you need to modify the details of an invoice after it's been created.
Curated for Xero's real category — not Pipedream's auto-tagged bucket.
Explore AI-powered workflows that work with Xero.
