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How to Integrate xero & CompanyCam

Automate your business. Connect xero to CompanyCam and sync data automatically without writing code.

Popular Automation Workflows

Here are the most powerful ways businesses connect these two platforms:

When: New Account → Then: Create Project
When: New Bank Account → Then: Add Photo
When: New Bank Transaction → Then: Create Checklist From Template
When: New Bill → Then: Add Project
When: Branding Theme → Then: Add Project Label

xero Triggers

Events that happen in xero to start an automation.

  • Trigger
    New Account
    New Account
  • Trigger
    New Bank Account
    New Bank Account
  • Trigger
    New Bank Transaction
    New Bank Transaction
  • Trigger
    New Bill
    New Bill
  • Trigger
    Branding Theme
    Branding Theme
  • Trigger
    New Contact (Legacy)
    New Contact (Legacy)
  • Trigger
    New Contact
    New Contact
  • Trigger
    New Credit Note
    New Credit Note
  • Trigger
    New Currency
    New Currency
  • Trigger
    New Emailable invoice
    New Emailable invoice
  • Trigger
    New Employee
    New Employee
  • Trigger
    New Group
    New Group
  • Trigger
    New Inventory accounts
    New Inventory accounts
  • Trigger
    New Invoice (legacy)
    New Invoice (legacy)
  • Trigger
    New Item
    New Item
  • Trigger
    List BankTransfers
    List BankTransfers
  • Trigger
    List Contacts
    List Contacts
  • Trigger
    List Employees
    List Employees
  • Trigger
    List Invoices
    List Invoices
  • Trigger
    List ManualJournals
    List ManualJournals
  • Trigger
    New List organizations
    New List organizations
  • Trigger
    List Payroll Calendars
    List Payroll Calendars
  • Trigger
    List Purchase Orders
    List Purchase Orders
  • Trigger
    List RepeatingInvoices
    List RepeatingInvoices
  • Trigger
    List Super Funds
    List Super Funds
  • Trigger
    New Invoice
    New Invoice
  • Trigger
    New Report
    New Report
  • Trigger
    Overdue Sales Invoice
    Overdue Sales Invoice
  • Trigger
    New Payable accounts
    New Payable accounts
  • Trigger
    New Payment
    New Payment
  • Trigger
    New Payslip
    New Payslip
  • Trigger
    New Project
    New Project
  • Trigger
    New Purchase Order
    New Purchase Order
  • Trigger
    New Quote
    New Quote
  • Trigger
    New Expense Claim Receipt
    New Expense Claim Receipt
  • Trigger
    New Reconciled Payment
    New Reconciled Payment
  • Trigger
    New Sales Invoice (Legacy)
    New Sales Invoice (Legacy)
  • Trigger
    New Sales Invoice
    New Sales Invoice
  • Trigger
    New Tax Rate
    New Tax Rate
  • Trigger
    New Tracking category
    New Tracking category
  • Trigger
    New Tracking category v2
    New Tracking category v2
  • Trigger
    New or Updated Contact
    New or Updated Contact
  • Trigger
    Updated Employee
    Updated Employee
  • Trigger
    Updated Invoice (Legacy)
    Updated Invoice (Legacy)
  • Trigger
    Updated Sales Invoice
    Updated Sales Invoice
  • Trigger
    Updated Quote
    Updated Quote
  • Trigger
    Fetch Custom Actions
    Fetch Custom Actions

CompanyCam Actions

What CompanyCam will do automatically when triggered.

  • Action
    Create Project
    Creates a new project for photo documentation.
  • Action
    Add Photo
    Add Photo
  • Action
    Create Checklist From Template
    Create Checklist From Template
  • Action
    Add Project
    Add Project
  • Action
    Add Project Label
    Add Project Label
  • Action
    Update Project Notepad
    Update Project Notepad

Don't want to build this yourself?

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