Microsoft Teams

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Microsoft Sharepoint

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Lexoffice

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QuickBooks Online

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Sage Intacct

2Checkout

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Adaptive Insights

Sage 300 - Icon

Sage 300

Jira

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Microsoft Outlook

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Slack

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Notion

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Miro

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Stripe

Jive

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Pigment

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Huddle

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PortaBilling

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Google Chat

List branding themes DDL

List invoice numbers DDL

Retrieves a list of tenancy IDs associated with your account.

List tenancies

Allows you to apply payments to approved AR and AP invoices or refund AR or AP credit notes.

Apply payments

Create bank transfer

Allows you to add contacts to a Xero organisation.

Create contacts

Create invoice notes

Create update bank transaction

Create/update invoice

Deletes an invoice. If the current status of the invoice is DRAFT or SUBMITTED, this will assign the DELETED status to the invoice. Otherwise, if the status of the invoice is AUTHORISED this will assign the VOIDED status to the invoice.

Delete invoice

Delete payment

Emails an invoice to the contact associated with the invoice.

Email invoice

Get a payment

Get account

List tenancies DDL

Retrieves information about a bank transaction.

Get bank transaction

Retrieves information about a bank transfer.

Get bank transfer

Get contact

Retrieves a single sales invoice or purchase bill by invoice ID or number.

Get invoice

To integrate your application with Xero's online invoicing, you can retrieve the online invoice url for sales (ACCREC) invoices. Note: you cannot retrieve an online invoice URL for DRAFT invoices.

Get invoice URL

Get item

Retrieves information about a Xero organisation.

Get organisation

List account IDs DDL

List account codes DDL

List accounts

List attachments

List bank transactions

List bank transactions DDL

List bank transfers

List bank transfers DDL

List branding themes

List contacts

List contacts DDL

List credit note IDs DDL

List currencies

List currencies DDL

List invoice IDs DDL

Retrieves a list of history records associated with an invoice.

List invoice notes

Retrieves a list of sales invoices or purchase bills.

List invoices

List item codes DDL

List items

List line item IDs DDL

List overpayment IDs DDL

List payments

List prepayment IDs DDL

Perform a raw HTTP request with some pre-configuration and processing by the connector, such as authentication.

Raw HTTP request (advanced)

Allows you to update contacts of a Xero organisation

Update contacts

Uploads an attachment to a bank transfer.

Upload attachment to bank transfer

Upload attachment to invoice

Xero is online accounting software that helps you to save time on your paperwork and get paid faster.

Webhook

Xero

Xero 1

Integrations

Fast, easy Xero integrations

Xero 2

Automation

Automate Xero without limits

Xero 3

Use Cases

Next-level Xero automated processes

Finance Leader

Finance leader integrates CRM & payments to strengthen sales, support, and strategy

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Optimize your events with Zuora-Slack integration

Dex Yp used Tray.io to connect their MarTech stack

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Thryv integrates online orders & payments to mobilize 1,500-person sales team

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Recurly's subscription-payment functionality integrates with the Tray Platform to directly connect billing to all other mission-critical business operations.

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sales-operations-best-practices

How to close the sales revenue gap

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Vestorly - Jonathan Tartell

Finance and Accounting

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List user channels DDL

List authentication options DDL

Retrieve a list of monthly call log metrics.

List call logs

List users DDL

Deactivate an active user or reactivate a deactivated user.

Update user status

Get a detailed report for a past meeting.

Get meeting report

Retrieves a report on past webinar polls.

Get webinar polls report

Retrieves a specific webinar details report.

Get webinar report

Add meeting registrants

Create meeting

Create users

Create webinar

Create webinar registrant

Delete user

Get account call logs

Retrieves cloud recording usage report for a specified period.

Get cloud recording report

Retrieves daily report to access the account-wide usage of Zoom services for each day in a given month.

Get daily usage report

Retrieve a report of results for a past meeting.

Get meeting poll report

Get meeting recordings

Get users call logs

Retrieve a user's Zoom phone profile information.

Get users profile

Retrieves an active or inactive users report for a specified period of time.

Get users report

Get webinar

Retrieves a report on question and answers from past webinars.

Get webinar Q&A report 

Retrieves a list of sign in / sign out activity logs report of users under a Zoom account.

List activity logs report

List all recordings

List call recordings

List channel members

Get participant report for a past meeting.

List meeting participants report

Retrieves a list of registrants for a specific meeting.

List meeting registrants

List all the meetings that were scheduled for a user (meeting host).

List meetings

List meetings DDL

Retrieves a list of past meetings for a specified period of time, for a given user.

Xero and Zoom integration + automation

Popular Xero and Zoom integrations

Xero and Zoom Connector Details

Xero

Zoom

Tray.io is the leader in low-code automation

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