Do everything in one place
Customize your Box and Xero integration with the following
triggers and actions.
Triggers
When this happens…
Box
- New CSV file in folder BatchNew CSV file in Box
- New event in folder Real-timeNew event in folder
- New/updated file in folderNew/updated file in Box
- New line in CSV fileNew line in CSV file in Box
- New/updated CSV file in folder BatchNew/updated CSV file in Box
- New/updated file metadata in folderNew/updated file metadata in Box
- New/updated folder in folderNew/updated folder in Box
- New/updated sign event in folderNew/updated sign event in Box
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…
Box
- Custom actionCustom action in Box (Custom)
- Add comment to fileAdd comment to file in Box
- Cancel sign requestCancel sign request in Box
- Copy file or folderCopy file or folder in Box
- Create collaborationCreate collaboration in Box
- Create file shared linkCreate shared link for file in Box
- Create folderCreate folder in Box
- Create folder shared linkCreate shared link for folder in Box
- Create file metadataCreate metadata in a file in Box
- Create sign requestCreate sign request in Box
- Delete file or folderDelete file or folder in Box
- Delete file metadataDelete metadata in a file in Box
- Download fileDownload contents from a file in Box
- Get file download URLGet file download URL in Box
- List folder items BatchList files and folders in a specific folder in Box
- Get file comments BatchGet file comments in Box
- Get file metadataGet metadata in a file in Box
- Get sign requestGet sign request in Box
- List sign requests BatchList sign requests in Box
- Rename/move file or folderRename/move file or folder in Box
- Rename other user’s file or folderRename other user's file in Box
- Resend sign requestResend sign request in Box
- Search files or folders BatchSearch files or folders in Box
- Update CSV file in boxUpdate CSV file in Box
- Update file metadataUpdate metadata in a file in Box
- Upload file using file contentsUpload file using file contents to Box
- Upload file using file URLUpload file from public URL to folder
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