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Notion logo

Connect Xero Accounting to Notion

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

24 source actions
24 target actions
Reverse direction supported

Why Connect Xero Accounting & Notion?

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 Notion action

Then it uses one of 24 documented actions, such as Append Block to Parent, Complete File Upload, Create Comment.

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.

Notion logo

Notion

Triggers (9)

New Comment Created

Emit new event when a new comment is created in a page or block. See the documentation

polling
New Data Source Created

Emit new event when a data source is created. See the documentation

polling
New or Updated Page in Data Source (By Property)

Emit new event when a page is created or updated in the selected data source. See the documentation

polling
New or Updated Page in Data Source (By Timestamp)

Emit new event when a page is created or updated in the selected data source. See the documentation

polling
New Page in Data Source

Emit new event when a page is created in the selected data source. See the documentation

polling
New Webhook Event (Instant)

Emit new event each time a webhook event is received. Webhook must be setup in Notion. See the documentation

webhook
Page or Subpage Updated

Emit new event when the selected page or one of its sub-pages is updated. See the documentation

polling
Page Properties Updated (Instant)

Emit new event each time a page property is updated in a data source. For use with Page Properties Updated event type. Webhook must be set up in Notion. See the documentation

webhook
Page Updated

Emit new event when a selected page is updated. See the documentation

polling

Actions (24)

Append Block to Parent

Append new and/or existing blocks to the specified parent. See the documentation

Complete File Upload

Use this action to finalize a mode=multi_part file upload after all of the parts have been sent successfully. See the documentation

Create Comment

Create a comment in a page or existing discussion thread. See the documentation

Create Database

Create a database and its initial data source. See the documentation

Create File Upload

Create a file upload. See the documentation

Create Page

Create a page from a parent page. See the documentation

Create Page from Data Source

Create a page from a data source. See the documentation

Delete Block

Sets a Block object, including page blocks, to archived: true using the ID specified. See the documentation

Duplicate Page

Create a new page copied from an existing page block. See the documentation

Find Pages or Data Sources

Searches for a page or data source. See the documentation

Get Current User

Retrieve the Notion identity tied to the current OAuth token, returning the full users.retrieve payload for me (person or bot). Includes the user ID, name, avatar URL, type (person vs bot), and workspace ownership metadata—useful for confirming which workspace is connected, adapting downstream queries, or giving an LLM the context it needs about who is operating inside Notion. See the documentation.

List All Users

Returns all users in the workspace. See the documentation

List File Uploads

Use this action to list file uploads. See the documentation

Query Data Source

Query a data source with a specified filter. See the documentation

Retrieve Data Source Content

Get all content of a data source. See the documentation

Retrieve Data Source Schema

Get the property schema of a data source in Notion. See the documentation

Retrieve File Upload

Use this action to retrieve a file upload. See the documentation

Retrieve Page Content

Get page content as block objects or markdown. Blocks can be text, lists, media, a page, among others. See the documentation

Retrieve Page Metadata

Get details of a page. See the documentation

Retrieve Page Property Item

Get a Property Item object for a selected page and property. See the documentation

Retrieve User

Returns a user using the ID specified. See the documentation

Send File Upload

Send a file upload. See the documentation

Update Child Block

Updates a child block object. See the documentation

Update Data Source

Update a data source. See the documentation

Integration Features

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

Capability Examples

Xero Accounting trigger → Notion action

Catalog example
Xero AccountingXero Accounting

New or Updated Contact

NotionNotion

Append Block to Parent

Notion trigger → Xero Accounting action

Reverse direction
NotionNotion

New Comment Created

Xero AccountingXero Accounting

Add Items to Existing Sales Invoice

How It Works

1

Connect Apps

Authenticate your Xero Accounting and Notion accounts

2

Describe the Job

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

3

Choose an Action

Select the documented Notion 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 24 documented Notion 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 Notion actions it needs.

Your Own Accounts

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

Execution Review

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

Notion logoXero Accounting logo

Reverse Integration Available

Also connect Notion to Xero Accounting for bidirectional automation

View Integration
Xero Accounting logo

All Xero Accounting Integrations

Explore all available Xero Accounting connections

View All Integrations
Notion logo

All Notion Integrations

Explore all available Notion connections

View All Integrations

Ready to Connect Xero Accounting & Notion?

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

Start building

Rather not build it yourself? We set up one Xero Accounting to Notion 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