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Connect Xero Accounting to OpenAI (ChatGPT)

Use 4 documented Xero Accounting triggers to run 24 documented OpenAI (ChatGPT) actions.

4 source triggers
24 target actions
Reverse direction supported

Why Connect Xero Accounting & OpenAI (ChatGPT)?

Start with a Xero Accounting event

Choose from 4 documented triggers, including New or Updated Contact, New or updated invoice, New or Updated Quote.

Run a OpenAI (ChatGPT) action

Send the event into one of 24 documented actions, such as Chat, Chat using Web Search, Chat using Functions.

Map and review the workflow

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

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

4 documented Xero Accounting triggers
24 documented OpenAI (ChatGPT) actions
Configurable field mapping
Conditional workflow steps
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

Choose a Trigger

Select a documented Xero Accounting event

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

Trigger-driven Workflows

Start the supported direction from one of 4 documented Xero Accounting triggers.

Automated Actions

Run one of 24 documented OpenAI (ChatGPT) 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.

OpenAI (ChatGPT) logoXero Accounting logo

Reverse Integration Available

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

View Integration
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All Xero Accounting Integrations

Explore all available Xero Accounting connections

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All OpenAI (ChatGPT) Integrations

Explore all available OpenAI (ChatGPT) connections

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