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Connect FreeAgent to Xero

Move data between FreeAgent and Xero the moment it happens. Build the flow visually, or let AI write it for you, then run it on our cloud or your own infrastructure.

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FreeAgent triggers
4
FreeAgent actions
2
Xero triggers
13
Xero actions
25

Automation ideas

What you can build with FreeAgent and Xero

A few flows teams run between FreeAgent and Xero. Use one as a starting point, or build your own from scratch.

  • New Invoice in FreeAgent creates Create or Update Contact in Xero

    Triggers when a new invoice is created

  • New Contact in Xero creates Create Task in FreeAgent

    Fires when a new contact is added to Xero (via Xero webhooks). Configure the webhook in Xero Developer portal to point to this URL.

  • New Invoice in FreeAgent creates Create or Update Invoice in Xero

    Triggers when a new invoice is created

  • New Contact in Xero creates Create Contact in FreeAgent

    Fires when a new contact is added to Xero (via Xero webhooks). Configure the webhook in Xero Developer portal to point to this URL.

  • New Invoice in FreeAgent creates Allocate Credit Note to Invoice in Xero

    Triggers when a new invoice is created

  • New or Updated Contact in Xero creates Create Task in FreeAgent

    Fires when a contact is created or updated (via Xero webhooks).

Questions, answered

No. Pick a trigger on either piece and an action on the other, map the fields, and turn the flow on. Add a code step later only if you want to.

Yes. Build one flow that starts in FreeAgent and acts in Xero, and a second that runs the other way, in the same project.

On our EU cloud in Frankfurt, or self-hosted on your own infrastructure with Docker or Kubernetes. The MIT-licensed core means there is always an exit.

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