Do everything in one place

Customize your BIM 360 and Xero integration with the following triggers and actions.

Triggers

When this happens…

BIM 360
  • New or updated document in a project folder
    New or updated document in a project folder in BIM 360
  • New or updated document in a project folder and subfolders
    New or updated document in a project folder and subfolders in BIM 360
  • New or updated issue (V2) in a project
    New or updated issue (V2) in a project in BIM 360
  • New or updated object in a project
    New or updated object in a project in BIM 360
  • 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…

BIM 360
  • Custom action
    Custom action in BIM 360 (Custom)
  • Create issue in a project (V2)
    Create issue in a project (V2) in BIM 360
  • Create object in a project
    Create object in a project in BIM 360
  • Download cost document in a project
    Download generated cost document in a project in BIM 360
  • Download document in a project
    Download document in a project in BIM 360
  • Download drawing export in a project
    Download drawing export in a project in BIM 360
  • Export drawing in a project
    Export drawing in a project in BIM 360
  • Get document in a project
    Get document in a project in BIM 360
  • Get drawing export status in a project
    Get drawing export status in a project in BIM 360
  • Get folder contents Batch
    Get folder contents in BIM 360
  • Get folder info in a project
    Get folder info in a project in BIM 360
  • Get issue in a project (V2)
    Get issue in a project (V2) in BIM 360
  • Get object in a project
    Get object in a project in BIM 360
  • Get project details
    Get project details in BIM 360
  • Search issues in a project (V2) Batch
    Search issues in a project (V2) in BIM 360
  • Search objects in a project
    Search objects in a project in BIM 360
  • Update issue in a project (V2)
    Update issue in a project (V2) in BIM 360
  • Update object in a project
    Update object in a project in BIM 360
  • Upload document to a project
    Upload document to a project in BIM 360
  • 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

The wonders of Workato

Easily set up as many intelligent automations you need.
  • 1000s of ready-to-use templates
  • Accelerate work with intelligent automation
  • Do it yourself, faster
  • Build bots. Put them to work

Market leaders run on Workato

  • monday
  • box
  • att
  • atlassian
  • slack

Let’s start automating

Schedule a Demo