Connect Xero to Customer.io

Both apps 40Xero 30Customer.io 10

• Trigger
  New bill

  Triggered when a new bill (ACCPAY) is added.

• Trigger
  New or updated contact

  Triggered when a contact is created or updated.

• Trigger
  New payment

  Triggered when a new payment is received.

• Trigger
  New sales invoice

  Triggered when a new sales invoice (ACCREC) is added.

• Action
  Add account

  Create a chart of accounts entry.

• Action
  Add credit note

  Create a credit note.

• Action
  Add item

  Create an inventory/sales item.

• Action
  Add purchase order

  Create a purchase order.

• Action
  Add quote

  Create a quote.

• Action
  Create bank transaction

  Create a spend or receive money bank transaction.

• Action
  Create bill

  Create a new bill (Accounts Payable, Type=ACCPAY).

• Action
  Create or update contact

  Create a new contact or update an existing one.

• Action
  Create payment

  Create a payment against an approved invoice.

• Action
  Create sales invoice

  Create a new sales invoice (Accounts Receivable, Type=ACCREC).

• Action
  Find contact by email

  Find a contact by email address.

• Action
  Get contact

  Retrieve a single contact by ContactID.

• Action
  Get invoice

  Retrieve a single invoice by InvoiceID.

• Action
  Get quote

  Returns one quote by its id, with its contact, status, line items and totals.

• Action
  List accounts

  Retrieve the chart of accounts.

• Action
  List bank transactions

  List bank transactions.

• Action
  List contacts

  Retrieve contacts from Xero.

• Action
  List credit notes

  List credit notes.

• Action
  List invoices

  Retrieve sales invoices and bills.

• Action
  List items

  List items.

• Action
  List organisations

  Retrieve organisation details for the connected Xero tenant.

• Action
  List payments

  Retrieve payments.

• Action
  List purchase orders

  List purchase orders.

• Action
  List tax rates

  List tax rates.

• Action
  Update contact

  Update a contact by id.

• Action
  Update invoice

  Update a draft/submitted invoice.

• Action
  Create Anonymous Event

  Records an event that isn't tied to a known person yet, such as a page view or an action by a visitor. Include an anonymous id to link the event to a person later.

• Action
  Create Event

  Records an event for a person in Customer.io, which can trigger campaigns or update segments.

• Action
  Delete person

  Deletes a person from your Customer.io workspace, identified by their id, email address or Customer.io id.

• Action
  Get person

  Look up a customer's attributes by customer_id.

• Action
  List segments

  List all manual and data-driven segments in the workspace.

• Action
  Merge people

  Merges a duplicate person into a primary person. The secondary person's attributes and activity move to the primary person, and the secondary person is deleted.

• Action
  Remove people from segment

  Removes people from a manual segment in Customer.io. Data-driven segments can't be changed this way.

• Action
  Send API-triggered broadcast

  Trigger an API-triggered broadcast campaign to send immediately.

• Action
  Send transactional email

  Send a one-off transactional email via a transactional message template.

• Action
  Suppress person

  Deletes a person from your Customer.io workspace and suppresses their identifiers so nobody can be added again with the same id, email or phone. Activity attributed to them is redacted.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.