New or Updated Contact Create Message
Polls Xero for contacts that have been created or modified recently.
Xero New or Updated Bank Transaction to Claude Create Message (with Attachments)
How this workflow works
Step 1
New or Updated Bank Transaction•Xero
Polls Xero for bank transactions.
Step 2
Create Message (with Attachments)•Claude
Sends a prompt to a Claude model along with zero or more attachments — images (PNG/JPEG/GIF/WEBP), PDFs, or plain text/CSV/JSON/Markdown files — supplied as a Base64 string, a Base64 array, an attachment object, or a URL array. Attachments are normalized into Claude's Messages API content blocks automatically. Claude's API does not accept Word/Excel/PowerPoint files directly; convert these to PDF first.
New or Updated Bank Transaction
Xero
Create Message (with Attachments)
Claude
Connect Xero + Claude to Automate these Workflows
New or Updated Contact Create Message (with Attachments)
Polls Xero for contacts that have been created or modified recently.
New or Updated Bill Create Message
Polls Xero for bills that have been created or modified recently.
New or Updated Bill Create Message (with Attachments)
Polls Xero for bills that have been created or modified recently.
New or Updated Bank Transaction Create Message
Polls Xero for bank transactions.
New or Updated Bank Transaction Create Message (with Attachments)
Polls Xero for bank transactions.
New or Updated Payment Create Message
Polls Xero for payments.
New or Updated Payment Create Message (with Attachments)
Polls Xero for payments.
New or Updated Quote Create Message
Triggers when a quote is created or updated