CloudBlue Marketplace and Xero integrations and automations

Seamlessly connect CloudBlue Marketplace and Xero. Automate workflows, and boost efficiency with Workato.

Ratings

4.9

Peer Insights™

100%

Customer Recommendation

Total

100+

active users

Avg

2 min

to connect

Custom connections

Available

via HTTP connector

Market leaders run on Workato

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Build powerful workflows, fast

Triggers

When this happens…

CloudBlue Marketplace
  • New or Updated customer
    New customer in CloudBlue Commerce
  • New or Updated customer user
    New or Updated customer user
  • New or Updated Service Plan Category
    New or Updated Service Plan Category
  • New or Updated Service Plan
    New or Updated Service Plan
  • New or Updated order
    New or Updated order in CloudBlue Commerce
  • New or Updated subscription
    New or Updated subscription in CloudBlue Commerce

    • Any other trigger you can think up

Xero
  • New/updated credit note
    New/updated credit note in Xero
  • New/updated item
    New/updated item in Xero
  • New/updated overpayment
    New/updated overpayment in Xero
  • New/updated prepayment
    New/updated prepayment in Xero
  • New/updated account
    New or updated account in Xero
  • New/updated bill
    New/updated bill in Xero
  • New/updated contact
    New/updated contact in Xero
  • New/updated employee
    New or updated employee in Xero
  • New/updated invoice
    New/updated invoice in Xero
  • New/updated payment
    New or updated payment in Xero

    • Any other trigger you can think up

Actions

Do this…

CloudBlue Marketplace
  • Cancel Order
    Cancel Order on Commerce
  • Change Subscription State
    Change Subscription state on Commerce
  • Create Change Order
    Create Change Order
  • Create Customer Account
    Change Create Customer on Commerce
  • Create Customer User
    Change Create Customer on Commerce
  • Create New Sales Order
    Change Create Sales Order on Commerce
  • Custom action
    Custom action in CloudBlue Commerce
  • Delete Customer User
    Change Create Customer on Commerce
  • Release Order Payment Document
    Action for releasing order payment document on Commerce by Payment ID
  • Renew Order
    Renew Order on Commerce
  • Search for Customer
    Action for searching customers on Commerce by Customer ID
  • Search for Customer Payment Methods
    Action for searching customer payment methods on Commerce by Customer Account ID or Customer APS ID
  • Search for Customer User
    Search for Customer User
  • Search for Order
    Search for Order
  • Search for Subscription service information
    Search for Subscription service information placeholder
  • Search for Service Plan Details
    Action for searching service plan details on Commerce by service plan ID or service plan APS ID
  • Search for Subscription
    Search for Subscription
  • Update Customer Account
    Change Update Customer on Commerce
  • Update Customer User
    Change Update Customer on Commerce

    • Any other action you can think up

Xero
  • Custom action
    Custom action in Xero (Custom)
  • Upsert line item to bill or invoice
    Upsert line item to bill/invoice in Xero
  • Add person(s) to contact
    Add person(s) to contact in Xero
  • Create timesheet with 1 line item
    Create timesheet with a single line item in Xero
  • Create bank transaction
    Create bank transaction in Xero
  • Create bill with 1 line item
    Create bill with a single line item in Xero
  • Create bill with multiple line items
    Create bill with multiple line items in Xero
  • Create contact
    Create contact in Xero
  • Create credit note with line items
    Create credit note with multiple line items in Xero
  • Create employee (US)
    Create employee in Xero
  • Create employee (AU)
    Create employee in Xero
  • Create invoice with 1 line item
    Create invoice with a single line item in Xero
  • Create invoice with line items
    Create invoice with multiple line items in Xero
  • Create item
    Create item in Xero
  • Create manual journal with line items
    Create manual journal with multiple line items in Xero
  • Create overpayment
    Create overpayment in Xero
  • Create invoice payment
    Create invoice payment in Xero
  • Create prepayment
    Create prepayment in Xero
  • Create purchase order with line items
    Create purchase order with multiple line items in Xero
  • Get contact details
    Get contact details inXero
  • Get bill or invoice details
    Get bill/invoice by ID or number in Xero
  • Get online invoice URL
    Get online invoice URL in Xero
  • Get manual journal by ID
    Get manual journal by ID in Xero
  • Get payment
    Get payment in Xero
  • Get purchase order
    Get purchase order by ID in Xero
  • List accounts Batch
    List accounts in Xero
  • List connections
    List connections in Xero
  • List currencies Batch
    List currencies in Xero
  • List organisations
    List organisations in Xero
  • List tax rates Batch
    List tax rates in Xero
  • Search accounts Batch
    Search for accounts in Xero
  • Search bank transactions Batch
    Search for bank transactions in Xero
  • Search contacts Batch
    Search for a contact in Xero
  • Search credit notes Batch
    Search credit notes in Xero
  • Search bills or invoices Batch
    Search bills/invoices in Xero
  • Search items
    Search items in Xero
  • Search manual journals Batch
    Search for manual journals in Xero
  • Search overpayments Batch
    Search overpayments in Xero
  • Search payments Batch
    Search payments in Xero
  • Search prepayments Batch
    Search prepayments in Xero
  • Search purchase orders Batch
    Search purchase orders in Xero
  • Upsert contact
    Upsert contact in Xero
  • Update bill or invoice header details
    Update bill/invoice header details in Xero
  • Update bill or invoice with line items
    Update bill/invoice with line items in Xero
  • Update item
    Update item in Xero
  • Update manual journal and line items
    Update manual journal headers and line items in Xero
  • Upload attachment
    Upload attachment to a sales record
  • Void payment
    Void payment in Xero

    • Any other action you can think up

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