Xero

Xero integration · 51 node(s) including 1 trigger.

00Overview

Every field below is exactly what you see in the Flomation editor. Fields marked ● live picker let you choose from a list pulled live from your account — no IDs to look up.

01Connecting Xero

Xero signs in with a Xero account you connect to Flomation — there is no API key or secret to paste. Connect the account once and every Xero node picks it up automatically. Two optional fields let you steer it:

Field	Type		Details
Xero Connection	`credential`	Required	${credentials.MyXero}

i

Connect the Xero account to your Flomation user once — the same grant covers every Xero node, so you do not repeat it per flow. The optional Xero OAuth Credential field never shows a token: it references a managed credential (e.g. ${credentials.GOOGLE_DRIVE}), not an environment secret. Leave both fields blank and the node just uses your connected account.

02Account

Account: Create

xero/account_create · Action

Create a Xero chart-of-accounts account. Returns the account ID and object.

Field	Type		Details
Organisation	`string`	Required	${credentials.MyXero.tenant_id}
Code	`string`		200
Name	`string`		Sales
Type	`string`	Required	REVENUE
Description	`string`
Advanced Fields (JSON)	`text`		{"TaxType":"OUTPUT2"}

Returns: tool_result, id, result, success, error

Account: Get

xero/account_get · Action

Fetch a single Xero account by its ID. Returns the account object.

Field	Type		Details
Organisation	`string`	Required	${credentials.MyXero.tenant_id}
Account ID	`string`	Required	00000000-0000-0000-0000-000000000000

Returns: tool_result, id, result, success, error

Account: List

xero/account_list · Action

List Xero chart-of-accounts accounts, optionally filtered. Returns matching accounts.

Field	Type		Details
Organisation	`string`	Required	${credentials.MyXero.tenant_id}
Where Filter	`string`		Type=="BANK"
Order By	`string`		Name

Returns: tool_result, id, result, success, error

Account: Update

xero/account_update · Action

Update an existing Xero account by its ID. Returns the updated account object.

Field	Type		Details
Organisation	`string`	Required	${credentials.MyXero.tenant_id}
Account ID	`string`	Required	00000000-0000-0000-0000-000000000000
Code	`string`		200
Name	`string`		Sales
Type	`string`		REVENUE
Description	`string`
Advanced Fields (JSON)	`text`		{"TaxType":"OUTPUT2"}

Returns: tool_result, id, result, success, error

03Bank

Bank Transaction: Create

xero/bank_transaction_create · Action

Create a Xero spend or receive bank transaction. Returns the transaction ID and object.

Field	Type		Details
Organisation	`string`	Required	${credentials.MyXero.tenant_id}
Type	`string`	Required	RECEIVE — choices: Receive money (RECEIVE), Spend money (SPEND)
Contact ID	`string`	Required	The Xero ContactID
Bank Account ID	`string`	Required	The bank AccountID
Date	`string`		2026-07-05
Reference	`string`
Line Amount Types	`string`		Inclusive
Line Items (JSON array)	`text`		[{"Description":"Item","Quantity":1,"UnitAmount":20.00,"AccountCode":"400"}]
Advanced Fields (JSON)	`text`		{"IsReconciled":false}

Returns: tool_result, id, result, success, error

Bank Transaction: Get

xero/bank_transaction_get · Action

Fetch a single Xero bank transaction by ID. Returns the transaction object.

Field	Type		Details
Organisation	`string`	Required	${credentials.MyXero.tenant_id}
Bank Transaction ID	`string`	Required	The Xero BankTransactionID

Returns: tool_result, id, result, success, error

Bank Transaction: List

xero/bank_transaction_list · Action

List Xero bank transactions, optionally filtered with a where clause and paged.

Field	Type		Details
Organisation	`string`	Required	${credentials.MyXero.tenant_id}
Where Filter	`string`		Type=="SPEND"
Page	`string`		1

Returns: tool_result, id, result, success, error

Bank Transfer: Create

xero/bank_transfer_create · Action

Transfer money between two Xero bank accounts. Returns the transfer ID and object.

Field	Type		Details
Organisation	`string`	Required	${credentials.MyXero.tenant_id}
From Account ID	`string`	Required	The source bank AccountID
To Account ID	`string`	Required	The destination bank AccountID
Amount	`money`	Required	100.00
Date	`string`		2026-07-05
Advanced Fields (JSON)	`text`		{"Reference":"Internal transfer"}

Returns: tool_result, id, result, success, error

Bank Transfer: List

xero/bank_transfer_list · Action

List Xero bank transfers, optionally filtered with a where clause.

Field	Type		Details
Organisation	`string`	Required	${credentials.MyXero.tenant_id}
Where Filter	`string`		Amount>=100
Page	`string`		1

Returns: tool_result, id, result, success, error

04Contact

Contact: Create

xero/contact_create · Action

Create a Xero contact (customer or supplier). Returns the contact ID and object.

Field	Type		Details
Organisation	`string`	Required	${credentials.MyXero.tenant_id}
Name	`string`	Required	Ada Lovelace Ltd
First Name	`string`		Ada
Last Name	`string`		Lovelace
Email	`string`		ada@example.com
Contact Number	`string`		Your reference for this contact
Account Number	`string`
Advanced Fields (JSON)	`text`		{"Phones":[{"PhoneType":"DEFAULT","PhoneNumber":"..."}]}

Returns: tool_result, id, result, success, error

Contact: Get

xero/contact_get · Action

Fetch a single Xero contact by its ID. Returns the contact object.

Field	Type		Details
Organisation	`string`	Required	${credentials.MyXero.tenant_id}
Contact ID	`string`	Required	00000000-0000-0000-0000-000000000000

Returns: tool_result, id, result, success, error

Contact: List

xero/contact_list · Action

List Xero contacts with optional filter, search and pagination. Returns matching contacts.

Field	Type		Details
Organisation	`string`	Required	${credentials.MyXero.tenant_id}
Filter (where)	`string`		Name.Contains("Ltd")
Search Term	`string`		Ada
Page	`string`		1

Returns: tool_result, id, result, success, error

Contact: Update

xero/contact_update · Action

Update an existing Xero contact by ID. Returns the updated contact object.

Field	Type		Details
Organisation	`string`	Required	${credentials.MyXero.tenant_id}
Contact ID	`string`	Required	00000000-0000-0000-0000-000000000000
Name	`string`		Ada Lovelace Ltd
First Name	`string`		Ada
Last Name	`string`		Lovelace
Email	`string`		ada@example.com
Contact Number	`string`		Your reference for this contact
Account Number	`string`
Advanced Fields (JSON)	`text`		{"Phones":[{"PhoneType":"DEFAULT","PhoneNumber":"..."}]}

Returns: tool_result, id, result, success, error

05Credit

Credit Note: Create

xero/credit_note_create · Action

Create a Xero credit note for a contact. Returns the credit note ID and object.

Field	Type		Details
Organisation	`string`	Required	${credentials.MyXero.tenant_id}
Type	`string`		ACCRECCREDIT — choices: Accounts Receivable Credit (ACCRECCREDIT), Accounts Payable Credit (ACCPAYCREDIT)
Contact ID	`string`	Required	The Xero ContactID
Date	`string`		2026-07-05
Reference	`string`
Status	`string`		DRAFT
Line Amount Types	`string`		Exclusive
Currency Code	`string`		GBP
Line Items (JSON array)	`text`		[{"Description":"Credit","Quantity":1,"UnitAmount":50.00,"AccountCode":"200"}]
Advanced Fields (JSON)	`text`		{"SentToContact":true}

Returns: tool_result, id, result, success, error

Credit Note: Get

xero/credit_note_get · Action

Fetch a single Xero credit note by ID. Returns the credit note object.

Field	Type		Details
Organisation	`string`	Required	${credentials.MyXero.tenant_id}
Credit Note ID	`string`	Required	The Xero CreditNoteID

Returns: tool_result, id, result, success, error

Credit Note: List

xero/credit_note_list · Action

List Xero credit notes, optionally filtered with a where clause and paged.

Field	Type		Details
Organisation	`string`	Required	${credentials.MyXero.tenant_id}
Where Filter	`string`		Status=="AUTHORISED"
Page	`string`		1

Returns: tool_result, id, result, success, error

06Invoice

Invoice: Create

xero/invoice_create · Action

Create a Xero invoice (sales ACCREC or bill ACCPAY) with line items. Returns the invoice ID.

Field	Type		Details
Organisation	`string`	Required	${credentials.MyXero.tenant_id}
Contact ID	`string`	Required	00000000-0000-0000-0000-000000000000
Type	`string`		ACCREC — choices: Sales Invoice (ACCREC), Bill (ACCPAY)
Line Items (JSON)	`text`	Required	[{"Description":"Consulting","Quantity":1,"UnitAmount":100.00,"AccountCode":"200"}]
Date	`string`		2026-07-05
Due Date	`string`		2026-08-05
Reference	`string`		INV-001
Status	`string`		DRAFT — choices: Draft, Submitted, Authorised
Line Amount Types	`string`		Exclusive — choices: Exclusive, Inclusive, No Tax
Currency Code	`string`		GBP
Advanced Fields (JSON)	`text`		{"BrandingThemeID":"..."}

Returns: tool_result, id, result, success, error

Invoice: Email

xero/invoice_email · Action

Email a Xero invoice to its contact using the organisation's default template.

Field	Type		Details
Organisation	`string`	Required	${credentials.MyXero.tenant_id}
Invoice ID	`string`	Required	00000000-0000-0000-0000-000000000000

Returns: tool_result, id, result, success, error

Invoice: Get

xero/invoice_get · Action

Fetch a single Xero invoice by its ID. Returns the invoice object.

Field	Type		Details
Organisation	`string`	Required	${credentials.MyXero.tenant_id}
Invoice ID	`string`	Required	00000000-0000-0000-0000-000000000000

Returns: tool_result, id, result, success, error

Invoice: List

xero/invoice_list · Action

List Xero invoices with optional filter, status and pagination. Returns matching invoices.

Field	Type		Details
Organisation	`string`	Required	${credentials.MyXero.tenant_id}
Filter (where)	`string`		Status=="AUTHORISED"
Statuses	`string`		DRAFT,AUTHORISED
Page	`string`		1

Returns: tool_result, id, result, success, error

Invoice: Update

xero/invoice_update · Action

Update an existing Xero invoice by ID. Returns the updated invoice object.

Field	Type		Details
Organisation	`string`	Required	${credentials.MyXero.tenant_id}
Invoice ID	`string`	Required	00000000-0000-0000-0000-000000000000
Contact ID	`string`		00000000-0000-0000-0000-000000000000
Line Items (JSON)	`text`		[{"Description":"Consulting","Quantity":1,"UnitAmount":100.00,"AccountCode":"200"}]
Date	`string`		2026-07-05
Due Date	`string`		2026-08-05
Reference	`string`		INV-001
Status	`string`		AUTHORISED — choices: Draft, Submitted, Authorised
Line Amount Types	`string`		Exclusive — choices: Exclusive, Inclusive, No Tax
Currency Code	`string`		GBP
Advanced Fields (JSON)	`text`		{"BrandingThemeID":"..."}

Returns: tool_result, id, result, success, error

Invoice: Void

xero/invoice_void · Action

Void a Xero invoice by ID (sets its status to VOIDED). Returns the voided invoice.

Field	Type		Details
Organisation	`string`	Required	${credentials.MyXero.tenant_id}
Invoice ID	`string`	Required	00000000-0000-0000-0000-000000000000

Returns: tool_result, id, result, success, error

07Item

Item: Create

xero/item_create · Action

Create a Xero inventory or service item. Returns the item ID and object.

Field	Type		Details
Organisation	`string`	Required	${credentials.MyXero.tenant_id}
Code	`string`	Required	WIDGET-01
Name	`string`		Blue Widget
Description	`string`		Standard blue widget
Is Sold	`boolean`
Is Purchased	`boolean`
Advanced Fields (JSON)	`text`		{"SalesDetails":{"UnitPrice":10.0,"AccountCode":"200"}}

Returns: tool_result, id, result, success, error

Item: Get

xero/item_get · Action

Fetch a single Xero item by its ID. Returns the item object.

Field	Type		Details
Organisation	`string`	Required	${credentials.MyXero.tenant_id}
Item ID	`string`	Required	00000000-0000-0000-0000-000000000000

Returns: tool_result, id, result, success, error

Item: List

xero/item_list · Action

List Xero items, optionally filtered by a where clause. Returns matching items.

Field	Type		Details
Organisation	`string`	Required	${credentials.MyXero.tenant_id}
Where Filter	`string`		IsSold==true
Order By	`string`		Code

Returns: tool_result, id, result, success, error

Item: Update

xero/item_update · Action

Update an existing Xero item by its ID. Returns the updated item object.

Field	Type		Details
Organisation	`string`	Required	${credentials.MyXero.tenant_id}
Item ID	`string`	Required	00000000-0000-0000-0000-000000000000
Code	`string`		WIDGET-01
Name	`string`		Blue Widget
Description	`string`		Standard blue widget
Is Sold	`boolean`
Is Purchased	`boolean`
Advanced Fields (JSON)	`text`		{"SalesDetails":{"UnitPrice":10.0,"AccountCode":"200"}}

Returns: tool_result, id, result, success, error

08Manual

Manual Journal: Create

xero/manual_journal_create · Action

Create a Xero manual journal from journal lines. Returns the journal ID and object.

Field	Type		Details
Organisation	`string`	Required	${credentials.MyXero.tenant_id}
Narration	`string`	Required	Accrual for month end
Date	`string`		2026-07-05
Journal Lines (JSON array)	`text`		[{"LineAmount":100.00,"AccountCode":"200"},{"LineAmount":-100.00,"AccountCode":"400"}]
Advanced Fields (JSON)	`text`		{"Status":"POSTED"}

Returns: tool_result, id, result, success, error

Manual Journal: Get

xero/manual_journal_get · Action

Fetch a single Xero manual journal by its ID. Returns the journal object.

Field	Type		Details
Organisation	`string`	Required	${credentials.MyXero.tenant_id}
Manual Journal ID	`string`	Required	00000000-0000-0000-0000-000000000000

Returns: tool_result, id, result, success, error

Manual Journal: List

xero/manual_journal_list · Action

List Xero manual journals, optionally filtered by a where clause. Returns matching journals.

Field	Type		Details
Organisation	`string`	Required	${credentials.MyXero.tenant_id}
Where Filter	`string`		Status=="POSTED"
Page	`string`		1

Returns: tool_result, id, result, success, error

09Organisation

Organisation: Get

xero/organisation_get · Action

Fetch the connected Xero organisation's details. Returns the organisation object.

Field	Type		Details
Organisation	`string`	Required	${credentials.MyXero.tenant_id}

Returns: tool_result, id, result, success, error

10Payment

Payment: Create

xero/payment_create · Action

Apply a payment to a Xero invoice from an account. Returns the payment ID and object.

Field	Type		Details
Organisation	`string`	Required	${credentials.MyXero.tenant_id}
Invoice ID	`string`	Required	The Xero InvoiceID
Account ID	`string`	Required	The bank AccountID
Amount	`money`	Required	100.00
Date	`string`		2026-07-05
Reference	`string`
Advanced Fields (JSON)	`text`		{"CurrencyRate":1.0}

Returns: tool_result, id, result, success, error

Payment: Delete

xero/payment_delete · Action

Delete (reverse) a Xero payment by setting its status to DELETED.

Field	Type		Details
Organisation	`string`	Required	${credentials.MyXero.tenant_id}
Payment ID	`string`	Required	The Xero PaymentID

Returns: tool_result, id, result, success, error

Payment: Get

xero/payment_get · Action

Fetch a single Xero payment by ID. Returns the payment object.

Field	Type		Details
Organisation	`string`	Required	${credentials.MyXero.tenant_id}
Payment ID	`string`	Required	The Xero PaymentID

Returns: tool_result, id, result, success, error

Payment: List

xero/payment_list · Action

List Xero payments, optionally filtered with a where clause and paged.

Field	Type		Details
Organisation	`string`	Required	${credentials.MyXero.tenant_id}
Where Filter	`string`		Status=="AUTHORISED"
Page	`string`		1

Returns: tool_result, id, result, success, error

11Purchase

Purchase Order: Create

xero/purchase_order_create · Action

Create a Xero purchase order for a supplier. Returns the purchase order ID and object.

Field	Type		Details
Organisation	`string`	Required	${credentials.MyXero.tenant_id}
Supplier Contact ID	`string`	Required	00000000-0000-0000-0000-000000000000
Date	`string`		2026-07-05
Delivery Date	`string`		2026-07-12
Reference	`string`		PO-1001
Line Items (JSON array)	`text`		[{"Description":"Widgets","Quantity":10,"UnitAmount":5.0,"AccountCode":"300"}]
Advanced Fields (JSON)	`text`		{"Status":"DRAFT"}

Returns: tool_result, id, result, success, error

Purchase Order: Get

xero/purchase_order_get · Action

Fetch a single Xero purchase order by its ID. Returns the purchase order object.

Field	Type		Details
Organisation	`string`	Required	${credentials.MyXero.tenant_id}
Purchase Order ID	`string`	Required	00000000-0000-0000-0000-000000000000

Returns: tool_result, id, result, success, error

Purchase Order: List

xero/purchase_order_list · Action

List Xero purchase orders, optionally filtered by status. Returns matching purchase orders.

Field	Type		Details
Organisation	`string`	Required	${credentials.MyXero.tenant_id}
Status	`string`		AUTHORISED
Page	`string`		1

Returns: tool_result, id, result, success, error

Purchase Order: Update

xero/purchase_order_update · Action

Update an existing Xero purchase order by its ID. Returns the updated object.

Field	Type		Details
Organisation	`string`	Required	${credentials.MyXero.tenant_id}
Purchase Order ID	`string`	Required	00000000-0000-0000-0000-000000000000
Supplier Contact ID	`string`		00000000-0000-0000-0000-000000000000
Date	`string`		2026-07-05
Delivery Date	`string`		2026-07-12
Reference	`string`		PO-1001
Line Items (JSON array)	`text`		[{"Description":"Widgets","Quantity":10,"UnitAmount":5.0,"AccountCode":"300"}]
Advanced Fields (JSON)	`text`		{"Status":"AUTHORISED"}

Returns: tool_result, id, result, success, error

12Quote

Quote: Create

xero/quote_create · Action

Create a Xero quote for a customer. Returns the quote ID and object.

Field	Type		Details
Organisation	`string`	Required	${credentials.MyXero.tenant_id}
Customer Contact ID	`string`	Required	00000000-0000-0000-0000-000000000000
Date	`string`		2026-07-05
Reference	`string`		QU-1001
Title	`string`		Website build
Summary	`string`		Quote summary line
Line Items (JSON array)	`text`		[{"Description":"Design","Quantity":1,"UnitAmount":500.0,"AccountCode":"200"}]
Advanced Fields (JSON)	`text`		{"Status":"DRAFT"}

Returns: tool_result, id, result, success, error

Quote: Get

xero/quote_get · Action

Fetch a single Xero quote by its ID. Returns the quote object.

Field	Type		Details
Organisation	`string`	Required	${credentials.MyXero.tenant_id}
Quote ID	`string`	Required	00000000-0000-0000-0000-000000000000

Returns: tool_result, id, result, success, error

Quote: List

xero/quote_list · Action

List Xero quotes, optionally filtered by status. Returns matching quotes.

Field	Type		Details
Organisation	`string`	Required	${credentials.MyXero.tenant_id}
Status	`string`		ACCEPTED
Page	`string`		1

Returns: tool_result, id, result, success, error

Quote: Update

xero/quote_update · Action

Update an existing Xero quote by its ID. Returns the updated quote object.

Field	Type		Details
Organisation	`string`	Required	${credentials.MyXero.tenant_id}
Quote ID	`string`	Required	00000000-0000-0000-0000-000000000000
Customer Contact ID	`string`		00000000-0000-0000-0000-000000000000
Date	`string`		2026-07-05
Reference	`string`		QU-1001
Title	`string`		Website build
Summary	`string`		Quote summary line
Line Items (JSON array)	`text`		[{"Description":"Design","Quantity":1,"UnitAmount":500.0,"AccountCode":"200"}]
Advanced Fields (JSON)	`text`		{"Status":"SENT"}

Returns: tool_result, id, result, success, error

13Report

Report: Aged Payables

xero/report_aged_payables · Action

Run the Xero Aged Payables report for a contact. Returns the full report.

Field	Type		Details
Organisation	`string`	Required	${credentials.MyXero.tenant_id}
Contact ID	`string`	Required	00000000-0000-0000-0000-000000000000

Returns: tool_result, id, result, success, error

Report: Aged Receivables

xero/report_aged_receivables · Action

Run the Xero Aged Receivables report for a contact. Returns the full report.

Field	Type		Details
Organisation	`string`	Required	${credentials.MyXero.tenant_id}
Contact ID	`string`	Required	00000000-0000-0000-0000-000000000000

Returns: tool_result, id, result, success, error

Report: Balance Sheet

xero/report_balance_sheet · Action

Run the Xero Balance Sheet report as at an optional date. Returns the full report.

Field	Type		Details
Organisation	`string`	Required	${credentials.MyXero.tenant_id}
Date	`string`		2026-12-31

Returns: tool_result, id, result, success, error

Report: Profit and Loss

xero/report_profit_and_loss · Action

Run the Xero Profit and Loss report for an optional date range. Returns the full report.

Field	Type		Details
Organisation	`string`	Required	${credentials.MyXero.tenant_id}
From Date	`string`		2026-01-01
To Date	`string`		2026-12-31

Returns: tool_result, id, result, success, error

14Tax

Tax Rate: Create

xero/tax_rate_create · Action

Create a Xero tax rate with its tax components. Returns the tax rate object.

Field	Type		Details
Organisation	`string`	Required	${credentials.MyXero.tenant_id}
Name	`string`	Required	20% VAT on Income
Report Tax Type	`string`		OUTPUT2
Tax Components (JSON array)	`text`		[{"Name":"VAT","Rate":20.0}]
Advanced Fields (JSON)	`text`		{"Status":"ACTIVE"}

Returns: tool_result, id, result, success, error

Tax Rate: List

xero/tax_rate_list · Action

List Xero tax rates, optionally filtered by a where clause. Returns matching tax rates.

Field	Type		Details
Organisation	`string`	Required	${credentials.MyXero.tenant_id}
Where Filter	`string`		Status=="ACTIVE"

Returns: tool_result, id, result, success, error

15Tracking

Tracking Category: Create

xero/tracking_category_create · Action

Create a Xero tracking category. Returns the tracking category ID and object.

Field	Type		Details
Organisation	`string`	Required	${credentials.MyXero.tenant_id}
Name	`string`	Required	Region
Advanced Fields (JSON)	`text`		{"Options":[{"Name":"North"},{"Name":"South"}]}

Returns: tool_result, id, result, success, error

Tracking Category: List

xero/tracking_category_list · Action

List Xero tracking categories, optionally filtered by a where clause. Returns matching categories.

Field	Type		Details
Organisation	`string`	Required	${credentials.MyXero.tenant_id}
Where Filter	`string`		Status=="ACTIVE"

Returns: tool_result, id, result, success, error

16Triggers

Xero Webhook Trigger

trigger/xero_webhook · Trigger

Triggers a flow when a Xero record changes (contact or invoice created/updated)

Field	Type		Details
Webhook Signing Key	`secret`	Required	From the Xero app's webhook settings
Event Filter	`string`		Comma-separated, e.g. CONTACT.UPDATE,INVOICE.CREATE or CONTACT (blank = all)

Returns: content, event_type, event_category, operation, resource_id, tenant_id, resource_url, body, triggered_at

17Notes & Limitations

Behaviours and constraints worth knowing before you build with these nodes.

List actions return up to 100 records per page, so for larger data sets you must page through the results rather than assume the first response is complete.
The Aged Payables and Aged Receivables reports run for a single contact at a time, so you must specify which contact before running them.
An approved invoice cannot be deleted, so to cancel one use Void, which sets its status to VOIDED and preserves the audit trail.
Payments are never permanently removed; deleting a payment reverses it by setting its status to DELETED, which will show in reconciliations.
Each connection is tied to one Xero organisation, so flows that span multiple organisations need a separate connection for each.