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Airtable logo

Connect Xero Accounting to Airtable

Build an AI agent that works across Xero Accounting and Airtable, on a schedule or when you click Run.

24 source actions
18 target actions
Reverse direction supported

Why Connect Xero Accounting & Airtable?

Read what you need from Xero Accounting

Your agent uses Xero Accounting's documented actions to pull the records it needs, each time it runs.

Run a Airtable action

Then it uses one of 18 documented actions, such as Create Comment, Create Field, Create Multiple Records.

Test it, then put it on a schedule

Run it once on your own data and check the result. Then set it to run daily, on weekdays or weekly.

Available Triggers & Actions

Xero Accounting logo

Xero Accounting

Triggers (4)

New or Updated Contact

Emit new notifications when you create a new or update existing contact

polling
New or updated invoice

Emit new notifications when you create a new or update existing invoice

polling
New or Updated Quote

Emit new event each time a quote is added or updated. See the documentation

polling
Webhook Event Received (Instant)

Emit new event for each incoming webhook notification. To create a Xero Webhook, please follow the instructions here.

webhook

Actions (24)

Add Items to Existing Sales Invoice

Adds line items to an existing sales invoice. See the docs here

Bank Statements Report

Gets bank statements for the specified bank account.

Create Bank Transaction

Create a new bank transaction See the documentation

Create Bill

Creates a new bill (Accounts Payable)See the docs here

Create Credit Note

Creates a new credit note.

Create Employee

Creates a new employee.

Create History Note

Creates a new note adding it to a document.

Create Item

Creates a new item.

Create or update contact

Creates a new contact or updates a contact if a contact already exists. See the docs here

Create or Update Contact

Creates a new contact or updates if the contact exists.

Create Payment

Creates a new payment

Create Purchase Bill

Creates a new purchase bill.

Create Sales Invoice

Creates a new sales invoice. See the documentation

Create tracking category

Create a new tracking category See the documentation.

Delete tracking category

Delete a tracking category by ID See the documentation.

Delete tracking category option

Delete a tracking category option by ID See the documentation.

Download Invoice

Downloads an invoice as pdf file. File will be placed at the action's associated workflow temporary folder.

Email an Invoice

Triggers the email of a sales invoice out of Xero.

Find contact. Optionally, create one if none are found

Finds a contact by name or account number. Optionally, create one if none are found. See the docs here

Find Invoice

Finds an invoice by number or reference.See the docs here

Find or Create Contact

Finds a contact by name or email address. Optionally, create one if none are found. See the docs here

Get Bank Summary

Gets the balances and cash movements for each bank account.

Get Contact

Gets details of a contact.

Get History of Changes

Gets the history of changes to a single existing document.

Airtable logo

Airtable

Triggers (8)

New Field Created (Instant)

Emit new event when a field is created in the selected table. See the documentation

webhook
New or Modified Field (Instant)

Emit new event when a field is created or updated in the selected table

webhook
New or Modified Records (Instant)

Emit new event for each new or modified record in a table or view

webhook
New or Modified Records in View

Emit new event for each new or modified record in a view

polling
New Record Created, Updated or Deleted (Instant)

Emit new event when a record is added, updated, or deleted in a table or selected view.

webhook
New Record(s) Created (Instant)

Emit new event for each new record in a table

webhook
New Records in View

Emit new event for each new record in a view

polling
New, Modified or Deleted Records

Emit new event each time a record is added, updated, or deleted in an Airtable table. Supports tables up to 10,000 records

polling

Actions (18)

Create Comment

Create a comment on a selected record. See the documentation

Create Field

Create a new field in a table. See the documentation

Create Multiple Records

Create one or more records in a table in a single operation with an array. See the documentation

Create or Update Record

Create a new record or update an existing one. See the documentation

Create Single Record

Adds a record to a table.

Create Table

Create a new table. See the documentation

Delete Record

Delete a selected record from a table. See the documentation

Get Record

Get data of a selected record from a table. See the documentation

Get Record Or Create

Get a specific record, or create one if it doesn't exist. See the documentation

List Bases

Get the list of bases that can be accessed. See the documentation

List Records

Retrieve records from a table, optionally sorting and filtering results. See the documentation

List Records in View

Retrieve records from a view, optionally sorting and filtering results. See the documentation

List Tables

Get a list of tables in the selected base. See the documentation

Search Records

Search for a record by formula or by field value. See the documentation

Update Comment

Update an existing comment on a selected record. See the documentation

Update Field

Update an existing field in a table. See the documentation

Update Record

Update a single record in a table by Record ID. See the documentation

Update Table

Update an existing table. See the documentation

Integration Features

24 documented Xero Accounting actions
18 documented Airtable actions
Plain-English agent instructions
Daily, weekday or weekly schedule, or run on demand
Execution monitoring
A supported Airtable to Xero Accounting direction

Capability Examples

Xero Accounting trigger → Airtable action

Catalog example
Xero AccountingXero Accounting

New or Updated Contact

AirtableAirtable

Create Comment

Airtable trigger → Xero Accounting action

Reverse direction
AirtableAirtable

New Field Created (Instant)

Xero AccountingXero Accounting

Add Items to Existing Sales Invoice

How It Works

1

Connect Apps

Authenticate your Xero Accounting and Airtable accounts

2

Describe the Job

Say what to read from Xero Accounting and what to do in Airtable

3

Choose an Action

Select the documented Airtable operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Scheduled or On-demand Runs

Runs daily, on weekdays or weekly at a set time, or when you click Run. It does not fire on live Xero Accounting events yet.

Automated Actions

Use 18 documented Airtable actions each time the agent runs.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Describe the job in plain English. The agent picks theXero Accounting and Airtable actions it needs.

Your Own Accounts

You connect your own Xero Accounting and Airtable accounts. App connections need a paid plan.

Execution Review

Test the workflow and review provider responses before relying on it in production.

Airtable logoXero Accounting logo

Reverse Integration Available

Also connect Airtable to Xero Accounting for bidirectional automation

View Integration
Xero Accounting logo

All Xero Accounting Integrations

Explore all available Xero Accounting connections

View All Integrations
Airtable logo

All Airtable Integrations

Explore all available Airtable connections

View All Integrations

Ready to Connect Xero Accounting & Airtable?

Build this agent in Mazaal AI and test it on your ownXero Accounting and Airtable data.

Start building

Rather not build it yourself? We set up one Xero Accounting to Airtable agent on your accounts for A$490: a 30-minute call, a test on your real data, and 14 days of fixes. Plan billed separately. Email Enod