Find Contact
Find Contact. Finds a contact by name or account number (or SearchTerm)
Find Invoice
Find Invoice. Finds an invoice by number or reference
Find Item
Find Item. Finds an item by name or code
Find Purchase Order
Find Purchase Order. Finds a purchase order by given parameters
Get Invoice History
Get Invoice History. Returns a list of history records for a given invoice ID
Create or Update Contact
Create or Update Contact. Create Xero Contact
Create or Update Invoice
Create or Update Invoice. Create Xero Invoice
Allocate Credit Note to Invoice
Allocate Credit Note to Invoice. Allocates a credit note to a specific invoice
Create Bank Transfer
Create Bank Transfer. Transfers money between two bank accounts in Xero
Create New Quote Draft
Create New Quote Draft. Creates a new draft quote
Send Sales Invoice by Email
Send Sales Invoice by Email. Sends a sales invoice via email to a contact
Create Bill
Create Bill. Creates a new bill (Accounts Payable)
Create Payment
Create Payment. Applies a payment to an invoice
Create Purchase Order
Create Purchase Order. Creates a new purchase order for a contact
Update Purchase Order
Update Purchase Order. Updates details of an existing purchase order
Add Items to Existing Sales Invoice
Add Items to Existing Sales Invoice. Adds line items to an existing sales invoice (ACCREC)
Create Credit Note
Create Credit Note. Creates a new credit note for a contact
You connect with: sign in with your account.
Something happens
An Agent or workflow decides what to do
A person approves, if it matters
Xero: create or update contact
Connecting Xero does not give every Agent unrestricted access to it. Each Agent needs the capability granted, the identity it acts as must be allowed, and consequential actions can wait for a person to approve them.
How Nerve controls actionsStart with one conversation your team handles every day. Give the Agent what it needs to know, connect the tools it should use, and decide where a person steps in.
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