Xero + Ytel Platform Integrations

Triggers when a new bank transaction is created.

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

Triggers when you add a new contact.

Triggers when a new credit note is created.

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

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

Adds line items to an existing sales invoice.

Add a note which will appear in the invoice history.

Creates or updates one or more stock items.

Allocates a credit note to an invoice.

Creates a new Spend/Receive Money bank transaction.

Transfers money between two bank accounts.

Oftentimes the carrier a person uses determines how you want to market to them. Carrier Lookup will return information about the carrier including the carrier name, location, and whether it is a mobile number or not.

Create a contact on the Ytel Platform with some of the basic information needed for communications. You may then use the returned ContactID to send an SMS, Make a Call, or store back into your trigger application for future use.

Triggers the sending of a campaign. When sending a campaign it will either start the campaign immediately or queue it for sending if it is currently outside of timezone protection. This action uses a contact phone number as the communication endpoint. If you already have a contact in our system or store results from adding a contact in your own system, use the Send Campaign using ContactID action.

Triggers the sending of a campaign. When sending a campaign it will either start the campaign immediately or queue it for sending if it is currently outside of timezone protection. This action allows you to send a campaign to a ContactID as the communication endpoint.