New or Updated Contact Create Message
Polls Xero for contacts that have been created or modified recently.
Xero New or Updated Quote to Claude Create Message
How this workflow works
Step 1
New or Updated Quote•Xero
Triggers when a quote is created or updated
Step 2
Create Message•Claude
Sends a user prompt (and optional parameters) to a specified Claude model and returns the AI-generated response.
New or Updated Quote
Xero
Create Message
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