Xero + Wafeq Integrations

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

Xero + Wafeq When accounting entries trigger in Wafeq, mirror or cross-sync accounting items to Xero.

Mirror new invoices across systems When a new invoice is created in Xero, automatically create the identical invoice in Wafeq so financial records stay synchronized. See details

Replicate payments received When a payment is received in Wafeq, record the payment in Xero to maintain consistent cash flow balances. See details

Keep customer profiles aligned When customer details are updated in Xero, automatically sync the customer record in Wafeq to eliminate mismatched billing contacts. See details

Browse the full workflow library →

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Triggers & actions for Xero and Wafeq

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

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.

Wafeq Explore Wafeq →

Wafeq is an accounting and invoicing software built for small and medium-sized businesses in the Middle East.

Actions

Create Account

Creates a new chart of accounts entry.

Create Bill

Creates a new vendor bill.

Create Contact

Creates a new contact (customer or vendor).

Create Expense

Creates a new expense record.

Create Invoice

Creates a new sales invoice.

Create Manual Journal

Creates a new manual journal entry.

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