When cancel reservation in Octorate, sync it to Xero.

When a reservation is cancelled in Octorate, update or reverse the invoice in Xero.

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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.

Octorate Explore Octorate →

Triggers

New lease

Fires when a lease is created, starts or ends in Octorate.

New listing

Fires when a new property listing is added in Octorate.

New booking or transaction

Fires when a reservation, offer or transaction is created in Octorate.

Inspection updated

Fires when an inspection is scheduled, closed or cancelled in Octorate.

Actions

Create client or tenant

Adds a client, tenant or prospect in Octorate.

Create or update listing

Creates or updates a property listing in Octorate.

Create work order

Creates a maintenance task or work order in Octorate.

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.

Turn closed deals into client invoices When a deal is marked won in Octorate, automatically create an invoice in Xero so billing can start without delay. See details

Update deal status when payments arrive When a payment is received in Xero, automatically update the deal stage in Octorate to keep sales reps informed of account standing. See details

Sync client records between systems When contact details are updated in Octorate, automatically sync the customer record in Xero to maintain clean billing profiles. See details

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

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FAQ

Common questions

Can Knit build “When cancel reservation in Octorate, sync it to Xero.” between Octorate and Xero?

Yes — describe it in the box above and Knit's Integrations Agent researches Octorate 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.

How does linking Xero and Octorate streamline the sales-to-finance handoff?

Closing a deal in Octorate can instantly create an invoice in Xero, eliminating manual keying and speeding up revenue collection.

Can payment notifications in Xero update deal stages in Octorate?

Yes, when a customer settles an invoice in Xero, the corresponding deal stage in Octorate can automatically update to reflect a completed transaction.