Sync customer records when new clients are onboarded

When a new client is added in Buddy Punch, automatically sync their customer record in Xero so finance is ready to bill them.

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Buddy Punch Explore Buddy Punch →

Triggers

New client added

Fires when a new client is added in Buddy Punch.

New project created

Fires when a new project is created in Buddy Punch.

New time entry logged

Fires when a new time entry is logged in Buddy Punch.

Timer started

Fires when a timer is started in Buddy Punch.

Actions

Create client

Creates a new client in Buddy Punch.

Create project

Creates a new project in Buddy Punch.

Create time entry

Logs a new time entry in Buddy Punch.

Start timer

Starts a timer in Buddy Punch.

Xero Explore Xero →

Triggers

New invoice created

Fires when a new invoice is created in Xero.

Payment received

Fires when a payment is recorded in Xero.

Invoice overdue

Fires when an invoice in Xero passes its due date unpaid.

Expense recorded

Fires when a new expense is recorded in Xero.

Actions

Create invoice

Creates a new invoice in Xero.

Record payment

Records a payment against an invoice in Xero.

Create expense

Creates a new expense entry in Xero.

Sync customer record

Syncs a customer's billing record in Xero.

Create client profiles in time tracking when invoices are generated When a new invoice is created in Xero, automatically create a matching client profile in Buddy Punch if one does not exist. See details

Generate billing invoices from logged time entries When new time entries are logged in Buddy Punch, automatically create a draft invoice in Xero reflecting the billable hours. See details

See all Buddy Punch + Xero integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Sync customer records when new clients are onboarded” between Buddy Punch and Xero?

Yes — describe it in the box above and Knit's Integrations Agent researches Buddy Punch and Xero's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

Why pair Buddy Punch with Xero?

Combining time tracking and accounting ensures that every billable hour recorded by your team flows directly into invoices without manual rekeying.

How are new client records kept in sync between tools?

When a new client or project is created in Buddy Punch, customer profiles and invoice details automatically sync in Xero.