pxmo Xero

pxmo + Xero Integrations

Put pxmo + Xero to work with AI and enterprise-grade automation

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See the kind of workflows teams build with pxmo and Xero below — describe the exact one you want above and the Agent builds it on demand.

pxmo + Xero When a proposal callback is requested in pxmo, sync customer details to Xero.
Mirror new invoices across systems When a new invoice is created in pxmo, automatically create the identical invoice in Xero so financial records stay synchronized. See details
Replicate payments received When a payment is received in Xero, record the payment in pxmo to maintain consistent cash flow balances. See details
Keep customer profiles aligned When customer details are updated in pxmo, automatically sync the customer record in Xero to eliminate mismatched billing contacts. See details

Browse the full workflow library →

Looking to achieve something else with pxmo and Xero?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for pxmo and Xero

Everything pxmo and Xero can do inside a workflow — the triggers that start one and the actions that run when it fires.

pxmo Explore pxmo →

pxmo is a digital quotation and invoicing software that helps businesses generate proposals, track invoices, and accept online payments.

Triggers
Proposal Accepted

Triggers when a proposal is accepted.

Proposal Archived

Triggers when a proposal is archived.

Proposal Callback

Triggers when a callback is requested on a proposal.

Proposal Created

Triggers when a new proposal is created.

Proposal Live

Triggers when a proposal goes live.

Proposal Payment Succeeded

Triggers when a proposal is paid following acceptance.

Actions
Create Proposal

Creates a new proposal.

Xero Explore Xero →

Xero is an online accounting platform that helps small businesses manage invoicing, bank reconciliation, purchasing, and expenses.

Triggers
New Bank Transaction

Triggers when a new bank transaction is created.

New Bill

Triggers when you add a new bill. (Accounts Payable).

New Contact

Triggers when you add a new contact.

New Credit Note

Triggers when a new credit note is created.

New Employee

Triggers when a new employee is created (Exclusively for Australian Instances).

New Report

Triggers when you run or refresh one of the selected Xero report types (Balance Sheet, Profit & Loss, etc.).

Actions
Add Items to Existing Sales Invoice

Adds line items to an existing sales invoice.

Add Note to Invoice

Add a note which will appear in the invoice history.

Add or Update Stock Items

Creates or updates one or more stock items.

Allocate Credit Note to Invoice

Allocates a credit note to an invoice.

Create Bank Transaction

Creates a new Spend/Receive Money bank transaction.

Create Bank Transfer

Transfers money between two bank accounts.

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Customer Stories

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Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
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Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
J
Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
P
Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
A
Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
R
Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

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FAQ

Common questions about pxmo + Xero

Is there a pre-built pxmo + Xero automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches pxmo and Xero's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built pxmo or Xero connector?

No. The Agent works whether or not pxmo or Xero already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

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

Why sync accounting data between pxmo and Xero?

Connecting both accounting systems ensures multi-entity organizations keep customer records, payments, and invoices identical in both places without duplicate data entry.

Can payments recorded in pxmo automatically update Xero?

Yes, whenever a payment is logged in pxmo, a corresponding payment record is automatically created in Xero to keep both general ledgers accurate.

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