Microsoft Sharepoint and Xero integrations and automations

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Customize your Microsoft Sharepoint and Xero integration with the following triggers and actions.

Triggers

When this happens…

Microsoft Sharepoint
  • New row in sharepoint list
    New row in Sharepoint list
  • New/updated file in folder hierarchy
    New/updated file in Microsoft Sharepoint folder hierarchy
  • New or updated file
    New or updated file in Microsoft Sharepoint folder
  • New/updated row in Sharepoint list
    New/updated row in Sharepoint list

    • 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…

Microsoft Sharepoint
  • Custom action
    Custom action in Microsoft Sharepoint (Custom)
  • Add row in sharepoint list
    Add row in Sharepoint list
  • Copy file
    Copy a file in Sharepoint
  • Create folder
    Create folder in Sharepoint library
  • Create rows Batch
    Create rows in Sharepoint list
  • Delete file or folder from library
    Delete a file or a folder from Microsoft Sharepoint library
  • Delete row
    Deletes a row in Sharepoint list
  • Download attachment
    Download attachment in Sharepoint list
  • Download file from library
    Download file from Microsoft Sharepoint library
  • Get file and folder details
    Get details of a file or folder in Sharepoint
  • Get file or folder permissions Batch
    Get permission details of a file or a folder in Microsoft Sharepoint
  • List files and folders within a folder Batch
    List files and folders within a folder in Microsoft Sharepoint
  • Move file
    Move a file in Sharepoint
  • Rename file or folder
    Rename a file or a folder in Sharepoint
  • Search file by name Batch
    Search file in Sharepoint library
  • Search list items Batch
    Search item in Microsoft Sharepoint list
  • Search users Batch
    Search users in Microsoft Sharepoint library
  • Update file using file contents
    Update file in Microsoft Sharepoint library
  • Update file metadata
    Update file metadata in Sharepoint library
  • Update row
    Updates a row in Sharepoint list
  • Update rows Batch
    Update rows in Sharepoint list
  • Upload attachment
    Upload attachment in Sharepoint list
  • Upload file in library
    Upload file into a folder in Sharepoint library

    • 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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