Create task in Xero
Creates a new task
Try it → Add attachment to contact in Xero
Attach files or documents to contact profiles
Try it → Add attachment to invoice in Xero
Attach files to generated invoices for easy reference
Try it → Add attachment to purchase order in Xero
Uploads and attach files to purchase orders
Try it → Create item code in Xero
Generates new unique item code
Try it → Update invoice items in Xero
Updates the items in an invoice
Try it → Create project in Xero
Creates a new project
Try it → Search item by name in Xero
Locates and retrieves particular item information
Try it → Create sales invoice in Xero
Generates a new sales invoice with pre-filled details
Try it → Create sales invoice for existing contact in Xero
Generates a new sales invoice for an existing contact
Try it → Search sales invoice in Xero
Searches for a sales invoice
Try it → Get sales invoice by id in Xero
Retrieves a sales invoice using the unique invoice id
Try it → Create contact in Xero
Adds a new contact to the database
Try it → Search contact by email address in Xero
Finds and retrieves contact information using their email address
Try it → Search contact by name in Xero
Finds information about a contact using the name
Try it → Update contact in Xero
Updates contact information with new details
Try it → Search contact by account number in Xero
Retrieves contact information based on the provided account number
Try it → Create payment in Xero
Generates and process a payment transaction
Try it → Create quote in Xero
Generates a new quote with pre-filled information
Try it → Create bill in Xero
Generates a new bill for the customer
Try it → Create purchase order in Xero
Generates a purchase order for approved requests
Try it → Add items to existing sales invoice in Xero
Adds selected items to an existing sales invoice
Try it → Send sales invoice by email in Xero
Sends a sales invoice by email
Try it → Search item in Xero
Locates and retrieves particular item information
Try it → Create bank transfer in Xero
Initiates a bank transfer
Try it → Create credit note in Xero
Generates a credit note for returned items
Try it → Create bank transaction in Xero
Generates a bank transaction
Try it → Search account in Xero
Searches for account information
Try it → 
Ready Workflows for Perspective + Xero Integration
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