Xero
CRM & salesOAuth 2.0Connection test available
Xero accounting — invoices, contacts, payments and bank transactions (OAuth2).
OCNORA ships 16 typed Xero operations. Each node has a schema-driven form, input and output tables beside its settings, and is pre-flighted by Workflow Health before your first real run.
Before you connect Xero
- Authentication
- OAuth 2.0
- Credential
- {"client_id": "…", "client_secret": "…", "refresh_token": "…"}
- Connection test
- Available: the stored credential can be checked against the provider when you add it. This is not a record that a test was run or passed.
What you can do with Xero
Operations, grouped by what they do to your data.
Create and send 4
Read and search 10
Update 2
A sample Xero workflow
- 1A core triggerStart the run from a chat, form, manual, schedule, webhook, workflow trigger — no Xero trigger is needed.
- 2Get Contactxero.get_contactFetch one contact, with its addresses and phone numbers, by Xero id.
- 3Create Bank Transactionxero.create_bank_transactionRecord one spend-money or receive-money transaction on a bank account.
An outline built from this provider’s node contracts, not a recorded run. Each step’s output fields are available to the next in the field picker.
Every node below has a reference page: what it does, the connection it needs, its config fields with types, constraints and examples, and the shapes it emits.
Operations 16
- Create Bank TransactionRecord one spend-money or receive-money transaction on a bank account.xero.create_bank_transaction
- Create ContactCreate one customer or supplier from a Xero contact object.xero.create_contact
- Create InvoiceCreate one sales invoice or purchase bill from a Xero invoice object.xero.create_invoice
- Create PaymentApply a payment to an invoice or credit note from a bank account.xero.create_payment
- Get ContactFetch one contact, with its addresses and phone numbers, by Xero id.xero.get_contact
- Get InvoiceFetch one invoice, with its line items, by Xero invoice id.xero.get_invoice
- Get OrganisationRead the connected organisation's own details, such as its name, base currency and financial year end.xero.get_organisation
- List AccountsList the organisation's full chart of accounts.xero.list_accounts
- List Bank TransactionsList spent and received money transactions on the bank accounts.xero.list_bank_transactions
- List ConnectionsList the Xero organisations this connection is authorised for, with the tenant id each node needs.xero.list_connections
- List ContactsList the organisation's customers and suppliers, with filtering and paging.xero.list_contacts
- List InvoicesList sales invoices and purchase bills, with Xero filtering and paging.xero.list_invoices
- List ItemsList the products and services the organisation sells or buys.xero.list_items
- List PaymentsList payments made against invoices and credit notes.xero.list_payments
- Update ContactUpdate the fields of one existing contact, identified by its Xero id.xero.update_contact
- Update InvoiceUpdate the fields of one existing invoice, identified by its Xero id.xero.update_invoice
Xero questions
- How does OCNORA authenticate with Xero?
- With a stored OAuth 2.0 credential, shaped {"client_id": "…", "client_secret": "…", "refresh_token": "…"}. A connection test can check it when you add it.
- What can I automate with Xero?
- 16 typed operations, each with a reference page listing its config fields and the shapes it emits.
- What if the Xero operation I need is not listed?
- Where Xero has an HTTP API, call it from the HTTP node with the same credential, or describe the step to the AI builder, which asks our team for a typed node when one is missing.
- Are there templates that use Xero?
- Not yet. Start from a blank workflow, or describe the workflow to Build with AI.
- How are Xero calls controlled?
- Every call and every run step is audited, runs count against the execution budget, and Workflow Health pre-flights the workflow when you save it.
See your first Xero workflow run.
Book a technical demo. We add the connection, pick a template or describe the workflow to Build with AI, and Workflow Health checks it before it runs.