What do you want to automate

with Close and Xero Accounting?

Prompt, edit and deploy AI agents that connect to Close, Xero Accounting and 2,500+ other apps in seconds.

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Add Items to Existing Sales Invoice with Xero Accounting API on New Custom Event from Close API
Close + Xero Accounting
 
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Add Items to Existing Sales Invoice with Xero Accounting API on New Lead from Close API
Close + Xero Accounting
 
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Add Items to Existing Sales Invoice with Xero Accounting API on New Lead Status Change from Close API
Close + Xero Accounting
 
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Add Items to Existing Sales Invoice with Xero Accounting API on New Opportunity from Close API
Close + Xero Accounting
 
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Bank Statements Report with Xero Accounting API on New Custom Event from Close API
Close + Xero Accounting
 
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New Custom Event from the Close API

Emit new event when the configured types of events are triggered. See all possibilities

 
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New Lead from the Close API

Emit new event when a new Lead is created

 
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New Lead Status Change from the Close API

Emit new event when a Lead's status is changed

 
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New Opportunity from the Close API

Emit new event when a new Opportunity is created

 
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New or updated contact from the Xero Accounting API

Emit new notifications when you create a new or update existing contact

 
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Create Lead with the Close API

Creates a lead. See the documentation

 
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Add Items to Existing Sales Invoice with the Xero Accounting API

Adds line items to an existing sales invoice. See the docs here

 
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Custom Action with the Close API

Makes an arbitrary call to the Close API. See the documentation for all options.

 
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Bank Statements Report with the Xero Accounting API

Gets bank statements for the specified bank account.

 
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Create Bank Transaction with the Xero Accounting API
 
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Integrate the Close API with the Xero Accounting API
Setup the Close API trigger to run a workflow which integrates with the Xero Accounting API. Pipedream's integration platform allows you to integrate Close and Xero Accounting remarkably fast. Free for developers.

Overview of Close

The Close API provides access to a robust CRM platform, enabling users to automate sales processes, manage leads, and track communication history. Harnessing the Close API within Pipedream's ecosystem allows for the creation of custom, serverless workflows that can react in real-time to events, synchronize data across apps, and streamline sales operations. By leveraging Pipedream's capabilities, you can trigger actions based on Close events, manipulate Close data, and integrate with countless other services to amplify your CRM's functionality.

Connect Close

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    close: {
      type: "app",
      app: "close",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.close.com/api/v1/me/`,
      auth: {
        username: `${this.close.$auth.api_key}`,
        password: ``,
      },
    })
  },
})

Overview of Xero Accounting

The Xero Accounting API offers a powerful gateway to access and manipulate financial data within Xero. Leveraging Pipedream's capabilities, developers can build custom workflows that streamline accounting processes, sync financial data with external systems, and trigger actions based on financial events. This API allows for the automation of tasks such as invoicing, bank reconciliation, bill payments, and reporting, which can lead to significant time savings and enhanced data accuracy.

Connect Xero Accounting

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    xero_accounting_api: {
      type: "app",
      app: "xero_accounting_api",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.xero.com/connections`,
      headers: {
        Authorization: `Bearer ${this.xero_accounting_api.$auth.oauth_access_token}`,
      },
    })
  },
})

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo
Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo