Xero + TaskAGI

Automate your accounting workflows

Connect Xero to TaskAGI and automate invoicing, payment processing, and contact management without manual data entry. Save hours every week on accounting tasks.

Connect Xero

Available Operations

Actions you can perform with Xero

Get Organisation

Get information about the Xero organisation

Create Contact

Create a new contact (customer/supplier) in Xero

Get Contacts

Get all contacts from Xero

Create Invoice

Create a new invoice in Xero

Add Invoice Line Item

Add a line item to an existing invoice

Get Invoices

Get invoices from Xero

Create Payment

Record a payment against an invoice

Get Accounts

Get chart of accounts from Xero

Create Expense

Create a new expense (bank transaction)

Use Cases

Real-world automations you can build today

Auto-invoice creation

Generate and send invoices automatically when orders arrive or triggers fire.

Payment tracking sync

Automatically log payments in Xero when transactions complete in other systems.

Contact management

Sync customer and vendor contacts automatically from CRM or forms to Xero.

Expense automation

Create and categorize expenses in Xero from receipts, emails, or other triggers.

How It Works

Get started in minutes

Connect

Authorize TaskAGI to access your Xero account via OAuth.

Configure

Choose which Xero operations you want to automate—invoices, payments, contacts, or expenses.

Build

Create workflows that trigger actions in Xero based on events from other apps or schedules.

Deploy

Turn on your workflow and watch Xero updates happen automatically in real-time.

Frequently Asked Questions

How do I connect Xero?

Click the Xero integration in TaskAGI, authorize your account, and you're ready to build workflows. It takes about 2 minutes.

Can I create invoices with line items automatically?

Yes. Use the Create Invoice and Add Invoice Line Item operations to build complete invoices from any trigger.

What data can I pull from Xero?

You can retrieve organisations, contacts, invoices, accounts, and payment details. You can also create and modify most of this data.

Are there rate limits on Xero operations?

TaskAGI respects Xero's API limits. We recommend batching large operations and spacing them out when possible.