ActionXeroUpdated May 2026

How do I create a Xero invoice from a workflow?

Short answer: Drop the "Xero → Create Invoice" action anywhere in your workflow, map the inputs from upstream nodes, and publish.

Use this action All 3 Xero actions

Inputs

The fields this action accepts.

Every field can be mapped from an upstream trigger, AI step, table row, or hard-coded literal.

Field	Type	Required	Description
Contact ID contactId	string	Required	Contact ID
Line Item Description description	string	Required	Line Item Description
Quantity quantity	number	Required	Quantity
Unit Amount unitAmount	number	Required	Unit Amount
Due Date dueDate	date	Required	Due Date. (date/time)

Sample request

{
  "contactId": "{{trigger.contactId}}",
  "description": "{{trigger.description}}",
  "quantity": "{{trigger.quantity}}",
  "unitAmount": "{{trigger.unitAmount}}",
  "dueDate": "{{trigger.dueDate}}"
}

Returns

{
  "Invoices": [
    {
      "Total": 100,
      "Status": "DRAFT",
      "InvoiceID": "inv123",
      "InvoiceNumber": "INV-0001"
    }
  ]
}

Use these fields in downstream nodes for routing, logging, or error handling.

Triggered by

Apps that pair well as the trigger for Create Invoice.

Any of these apps can fire this action as part of a workflow.

2 Google Sheets triggers

HubSpot → Xero

18 HubSpot triggers

FAQ

Questions about Create Invoice.

What does the Create Invoice action do in Xero?

Creates a new invoice in Xero (ACCREC for sales, ACCPAY for bills) with contact, line items, dates, and reference. Used to invoice on project completion or to mirror billable work from another system.

What inputs does Create Invoice require?

Required: Contact ID, Line Item Description, Quantity, Unit Amount, Due Date. Every input accepts a static value or a variable from any upstream node in your workflow.

Can I use dynamic inputs from earlier workflow nodes?

Yes. Any field on this action can pull values from upstream nodes, whether that's a form response, a trigger payload, an AI output, or a lookup result.

What happens if Xero returns an error?

The workflow pauses on the failed node, the error message is captured in the run log, and you can retry the run with one click. Auto-retry policies are configurable per workflow with exponential backoff up to 5 attempts.

Does Create Invoice support batch operations?

Yes. Run Create Invoice inside a Loop node to process arrays. Tiny Command handles Xero's rate limits automatically so you don't have to throttle manually.

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