Do everything in one place
Customize your Guru and Xero integration with the following
triggers and actions.
Triggers
When this happens…
Guru
- Collection Trust Score ChangeTriggers when the selected collection's trust score changes
- New Board Created Real-timeTriggers when a new Board is created
- New Card Archived Real-timeTriggers when a user archives a Card
- New Card Comment Real-timeTriggers when a user comments on a Card
- New Card Copied Real-timeTriggers when a user either copies the content within the Card or clicks on the "Card Copied content" button
- New Card Created Real-timeTriggers when a new Card is published
- New Card Favorited Real-timeTriggers when a user clicks the heart icon to add the card to "My Favorite Card" list
- New Card Link Copied Real-timeTriggers when a user clicks on the "Card Copy link" button
- New Card Unfavorited Real-timeTriggers when a user removes a Card from their "My Favorite Card" list
- New Card UnverifiedTriggers when a Card becomes unverified
- New Card Updated Real-timeTriggers when a user makes an edit to a Card
- New Card Verified Real-timeTriggers when a user verifies a Card
- New Card Viewed Real-timeTriggers when a user views a Card
- New Collection Created Real-timeTriggers when a new Collection is created
- New Group Created Real-timeTriggers when a new Group is published
- New Member Real-timeTriggers when a new member was invited to team
- New Tag Created Real-timeTriggers when a new Tag is created
- New User Added to Group Real-timeTriggers when a User is added to a Group
Any other trigger you can think up
Xero
- New/updated credit noteNew/updated credit note in Xero
- New/updated itemNew/updated item in Xero
- New/updated overpaymentNew/updated overpayment in Xero
- New/updated prepaymentNew/updated prepayment in Xero
- New/updated accountNew or updated account in Xero
- New/updated billNew/updated bill in Xero
- New/updated contactNew/updated contact in Xero
- New/updated employeeNew or updated employee in Xero
- New/updated invoiceNew/updated invoice in Xero
- New/updated paymentNew or updated payment in Xero
Any other trigger you can think up
Actions
Do this…
Guru
- Add Tag to CardAdds an existing Tag to a Card.
- Add User to GroupAdds a user to a Group.
- Archive CardArchives a Card.
- Create CardCreate a new Card
- Create GroupCreates a new Group
- Create TagCreate a Tag
- Create Tag CategoryCreate a Tag Category
- Get Board DetailsGet Board details
- Get Card DetailsGet Card details
- Get Collection DetailsGet Collection details
- Get Group DetailsGet Group details
- Get Tag DetailsGet Tag details
- Get Team StatsGet Team stats
- Get User DetailsFind User details
- Invite UserAdds a user to your Team
- List CollectionsList Collections
- List Group MembersList Users within a Group
- List Tag CategoriesList Tag Categories
- Remove User from GroupRemoves a User from a Group
- Remove UserRemoves a User from your Team
- Restore CardRestores a previously Archived Card
- Search for Archived CardSearch for a card that has been archived
- Search CardsSearch Cards
- Search GroupsSearch Groups
- Unverify CardUnverifies a Card
- Update CardUpdate a Card
- Verify CardVerifies a Card
Any other action you can think up
Xero
- Custom actionCustom action in Xero (Custom)
- Upsert line item to bill or invoiceUpsert line item to bill/invoice in Xero
- Add person(s) to contactAdd person(s) to contact in Xero
- Create timesheet with 1 line itemCreate timesheet with a single line item in Xero
- Create bank transactionCreate bank transaction in Xero
- Create bill with 1 line itemCreate bill with a single line item in Xero
- Create bill with multiple line itemsCreate bill with multiple line items in Xero
- Create contactCreate contact in Xero
- Create credit note with line itemsCreate 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 itemCreate invoice with a single line item in Xero
- Create invoice with line itemsCreate invoice with multiple line items in Xero
- Create itemCreate item in Xero
- Create manual journal with line itemsCreate manual journal with multiple line items in Xero
- Create overpaymentCreate overpayment in Xero
- Create invoice paymentCreate invoice payment in Xero
- Create prepaymentCreate prepayment in Xero
- Create purchase order with line itemsCreate purchase order with multiple line items in Xero
- Get contact detailsGet contact details inXero
- Get bill or invoice detailsGet bill/invoice by ID or number in Xero
- Get online invoice URLGet online invoice URL in Xero
- Get manual journal by IDGet manual journal by ID in Xero
- Get paymentGet payment in Xero
- Get purchase orderGet purchase order by ID in Xero
- List accounts BatchList accounts in Xero
- List connectionsList connections in Xero
- List currencies BatchList currencies in Xero
- List organisationsList organisations in Xero
- List tax rates BatchList tax rates in Xero
- Search accounts BatchSearch for accounts in Xero
- Search bank transactions BatchSearch for bank transactions in Xero
- Search contacts BatchSearch for a contact in Xero
- Search credit notes BatchSearch credit notes in Xero
- Search bills or invoices BatchSearch bills/invoices in Xero
- Search itemsSearch items in Xero
- Search manual journals BatchSearch for manual journals in Xero
- Search overpayments BatchSearch overpayments in Xero
- Search payments BatchSearch payments in Xero
- Search prepayments BatchSearch prepayments in Xero
- Search purchase orders BatchSearch purchase orders in Xero
- Upsert contactUpsert contact in Xero
- Update bill or invoice header detailsUpdate bill/invoice header details in Xero
- Update bill or invoice with line itemsUpdate bill/invoice with line items in Xero
- Update itemUpdate item in Xero
- Update manual journal and line itemsUpdate manual journal headers and line items in Xero
- Upload attachmentUpload attachment to a sales record
- Void paymentVoid 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