Xero Integration
Create, update, and send Xero invoices from Paragon.

Setup Guide

1. Add Xero to Paragon

Click the "+" button in the workflow canvas and choose Xero from the sidebar. Under Choose your Xero account, select "Add new account for Xero" and log in to the Xero account you want to connect to.

2. Query Xero

Once your Xero account is connected, you can add steps to perform the following actions:
    Get Accounts
    Get Contacts
    Create Customer
    Update Customer
    Get Invoices
    Create Invoice
    Update Invoice
    Send Invoice
    Get Payments
    Create Payments
When creating or updating customers and invoices in Xero, you can reference data from previous steps by typing {{ to invoke the variable menu.
Last modified 1mo ago