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Connect Xero Accounting to OpenAI (ChatGPT)

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

24 source actions
24 target actions
Reverse direction supported

Why Connect Xero Accounting & OpenAI (ChatGPT)?

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 OpenAI (ChatGPT) action

Then it uses one of 24 documented actions, such as Chat, Chat using Web Search, Chat using Functions.

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.

OpenAI (ChatGPT) logo

OpenAI (ChatGPT)

Triggers (4)

New Batch Completed

Emit new event when a new batch is completed in OpenAI. See the documentation

polling
New File Created

Emit new event when a new file is created in OpenAI. See the documentation

polling
New Fine Tuning Job Created

Emit new event when a new fine-tuning job is created in OpenAI. See the documentation

polling
New Run State Changed

Emit new event every time a run changes its status. See the documentation

polling

Actions (24)

Chat

The Chat API, using the gpt-3.5-turbo or gpt-4 model. See the documentation

Chat using Web Search

Chat using the web search tool. See the documentation

Chat using Functions

Chat with your models and allow them to invoke functions. Optionally, you can build and invoke workflows as functions. See the documentation

Chat using File Search

Chat with your files knowledge base (vector stores). See the documentation

Summarize Text

Summarizes text using the Chat API. See the documentation

Classify Items into Categories

Classify items into specific categories using the Chat API. See the documentation

Translate Text (Whisper)

Translate text from one language to another using the Chat API. See the documentation

Create Transcription

Transcribes audio into the input language. See the documentation

Create Image (Dall-E)

Creates an image given a prompt returning a URL to the image. See the documentation

Create Embeddings

Get a vector representation of a given input that can be easily consumed by machine learning models and algorithms. See the documentation

Create Completion (Send Prompt)

OpenAI recommends using the **Chat** action for the latest gpt-3.5-turbo API, since it's faster and 10x cheaper. This action creates a completion for the provided prompt and parameters using the older /completions API. See the documentation

Analyze Image Content

Send a message or question about an image and receive a response. See the documentation

Cancel Run (Assistants)

Cancels a run that is in progress. See the documentation

Chat with Assistant

Sends a message and generates a response, storing the message history for a continuous conversation. See the documentation

Chat With Responses API

Send a chat via the Responses API, mixing built-in tools and MCP server tools. See the documentation.

Convert Text to Speech (TTS)

Generates audio from the input text. See the documentation

Create Assistant

Creates an assistant with a model and instructions. See the documentation

Create Batch

Creates and executes a batch from an uploaded file of requests. See the documentation

Create Fine Tuning Job

Creates a job that fine-tunes a specified model from a given dataset. See the documentation

Create Moderation

Classifies if text is potentially harmful. See the documentation

Create Thread (Assistants)

Creates a thread with optional messages and metadata, and optionally runs the thread using the specified assistant. See the documentation

Create Vector Store

Create a vector store. See the documentation

Create Vector Store File

Create a vector store file. See the documentation

Delete File

Deletes a specified file from OpenAI. See the documentation

Integration Features

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

Capability Examples

Xero Accounting trigger → OpenAI (ChatGPT) action

Catalog example
Xero AccountingXero Accounting

New or Updated Contact

OpenAI (ChatGPT)OpenAI (ChatGPT)

Chat

OpenAI (ChatGPT) trigger → Xero Accounting action

Reverse direction
OpenAI (ChatGPT)OpenAI (ChatGPT)

New Batch Completed

Xero AccountingXero Accounting

Add Items to Existing Sales Invoice

How It Works

1

Connect Apps

Authenticate your Xero Accounting and OpenAI (ChatGPT) accounts

2

Describe the Job

Say what to read from Xero Accounting and what to do in OpenAI (ChatGPT)

3

Choose an Action

Select the documented OpenAI (ChatGPT) 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 OpenAI (ChatGPT) 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 OpenAI (ChatGPT) actions it needs.

Your Own Accounts

You connect your own Xero Accounting and OpenAI (ChatGPT) accounts. App connections need a paid plan.

Execution Review

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

OpenAI (ChatGPT) logoXero Accounting logo

Reverse Integration Available

Also connect OpenAI (ChatGPT) to Xero Accounting for bidirectional automation

View Integration
Xero Accounting logo

All Xero Accounting Integrations

Explore all available Xero Accounting connections

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OpenAI (ChatGPT) logo

All OpenAI (ChatGPT) Integrations

Explore all available OpenAI (ChatGPT) connections

View All Integrations

Ready to Connect Xero Accounting & OpenAI (ChatGPT)?

Build this agent in Mazaal AI and test it on your ownXero Accounting and OpenAI (ChatGPT) data.

Start building

Rather not build it yourself? We set up one Xero Accounting to OpenAI (ChatGPT) 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