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Connect FreeAgent to Xero Accounting

Use 3 documented FreeAgent triggers to run 24 documented Xero Accounting actions.

3 source triggers
24 target actions
Reverse direction supported

Why Connect FreeAgent & Xero Accounting?

Start with a FreeAgent event

Choose from 3 documented triggers, including New Contact, New Invoice, New Task.

Run a Xero Accounting action

Send the event into one of 24 documented actions, such as Add Items to Existing Sales Invoice, Bank Statements Report, Create Bank Transaction.

Map and review the workflow

Choose the fields and conditions for the workflow, then test the result before activation.

Available Triggers & Actions

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FreeAgent

Triggers (3)

New Contact

Emit new event when a new contact is created. See the documentation.

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New Invoice

Emit new event when a new invoice is created. See the documentation.

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New Task

Emit new event when a new task is created. See the documentation.

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Actions (3)

Create Contact

Create a contact in FreeAgent. See the documentation.

Create Task

Create a task under a specific project in FreeAgent. See the documentation.

List Project ID Options

Retrieves available options for the Project ID field.

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Xero Accounting

Triggers (4)

New or Updated Contact

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

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New or updated invoice

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

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New or Updated Quote

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

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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.

Integration Features

3 documented FreeAgent triggers
24 documented Xero Accounting actions
Configurable field mapping
Conditional workflow steps
Execution monitoring
A supported Xero Accounting to FreeAgent direction

Capability Examples

FreeAgent trigger → Xero Accounting action

Catalog example
FreeAgentFreeAgent

New Contact

Xero AccountingXero Accounting

Add Items to Existing Sales Invoice

Xero Accounting trigger → FreeAgent action

Reverse direction
Xero AccountingXero Accounting

New or Updated Contact

FreeAgentFreeAgent

Create Contact

How It Works

1

Connect Apps

Authenticate your FreeAgent and Xero Accounting accounts

2

Choose a Trigger

Select a documented FreeAgent event

3

Choose an Action

Select the documented Xero Accounting operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Trigger-driven Workflows

Start the supported direction from one of 3 documented FreeAgent triggers.

Automated Actions

Run one of 24 documented Xero Accounting actions after the selected trigger fires.

Provider Authentication

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

Guided Configuration

Select a documented trigger, choose a target action, and map the fields required by the workflow.

Field Mapping

Map the fields exposed by the selected trigger and action, then review the required provider inputs.

Execution Review

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

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Reverse Integration Available

Also connect Xero Accounting to FreeAgent for bidirectional automation

View Integration
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All FreeAgent Integrations

Explore all available FreeAgent connections

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All Xero Accounting Integrations

Explore all available Xero Accounting connections

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