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Qwilr
Qwilr
1. Choose trigger event
Xero
Xero
2. Choose action
1. Select the event
Setup
Test
Qwilr
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "Project Accepted" from Qwilr.
Add your action
An action happens after the trigger—such as "Add Items to Existing Sales Invoice" in Xero.
You’re connected!
Zapier seamlessly connects Qwilr and Xero, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Create a new record or update an existing record in your app.
Organization
Required
Item Code
Required
Name
Required
Description
Is Sold
Required
Sales Unit Price
Sales Account
Sales Tax Type
Is Purchased
Required
Purchase Description
Purchase Unit Price
Purchase Account
Purchase Tax Type
Is Tracked
Required
Inventory Asset Account
Cost of Goods Sold Account
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Transaction_type
Required
Contact
Required
Bank Account
Required
Date
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Contact Name
Required
Account_number
Sales Default Account Code
Purchases Default Account Code
Contact Requirements
Primary Person - First Name
Primary Person - Last Name
Primary Person - Email
Secondary Person - First Name
Secondary Person - Last Name
Secondary Person - Email
Include secondary person in emails sent to contact?
Phone - Country Code
Phone - Area Code
Phone Number
Fax - Country Code
Fax - Area Code
Fax - Number
Mobile - Country Code
Mobile - Area Code
Mobile - Number
Direct Dial - Country Code
Direct Dial - Area Code
Direct Dial - Number
Address__type_of
Address - Attention
Address - Line 1
Address - Line 2
Address - City/Town
Address - State/Region
Address - Postal/Zip Code
Address - Country
Tax_number
Bank Account Number
Groups
Contact_number
Company_number
Payment Terms - Invoice Due (days)
Payment Terms - Type for Sales Invoices
Payment Terms - Bill Due (days)
Payment Terms - Type for Purchase Invoices
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Contact
Required
Date
Expiry
Quote Number
Reference
Theme
Title
Summary
Currency
Amounts Are
Terms
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Warning_message
Credit Note ID
Required
Allocation ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Organization
Required
First Name
Required
Middle Names
Last Name
Required
Date of Birth
Required
Title
Email
Required
Gender
Phone Number
Mobile Number
Twitter Username
Job Title
Classification
Termination Date
Termination Reason
Income Type
Employment Type
Status
CopyEmployment
Employment Basis
Start Date
Payroll Calendar
Employee Group Name
Is Authorised to Approve Leave
Is Authorised to Approve Timesheets
Super Fund
Employee Number
CopyTaxDeclaration
Tax File Number
TFN Exemption Type
Residency Status
Tax Scale Type
Tax Offset Estimated Amount
Upward Variation Tax Withholding Amount
Approved Withholding Variation Percentage
CopyBankAccount
Statement Text
Account Name
BSB Number
Account Number
Remainder
CopyAddress
Address Line 1
Address Line 2
City/Suburb
State/Region
Postal Code
Country
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Contact_name
Required
Email_address
Status
Date
Due_date
Currency
Url
Attachment
Branding_theme
Reference
Line_items_type
Item Code
Description
Quantity
Required
Unit Price
Account
Tax Rate
Tracking
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Document Type
Document ID or Number
Required
Paid To
Required
Date
Currency_rate
Amount
Required
Reference
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Contact (supplier)
Required
Date
Delivery_date
Order Number
Reference
Theme
Currency
Tax_type
Delivery_address
Attention
Telephone
Delivery_instructions
Attachments
Purchase Order Status
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Organization
Required
Employee
Required
First Name
Required
Middle Names
Last Name
Required
Date of Birth
Required
Title
Email
Required
Gender
Phone Number
Mobile Number
Twitter Username
Job Title
Classification
Termination Date
Termination Reason
Income Type
Employment Type
Status
CopyEmployment
Employment Basis
Start Date
Payroll Calendar
Employee Group Name
Is Authorised to Approve Leave
Is Authorised to Approve Timesheets
Super Fund
Employee Number
CopyTaxDeclaration
Tax File Number
TFN Exemption Type
Residency Status
Tax Scale Type
Tax Offset Estimated Amount
Upward Variation Tax Withholding Amount
Approved Withholding Variation Percentage
CopyBankAccount
Statement Text
Account Name
BSB Number
Account Number
Remainder
CopyAddress
Address Line 1
Address Line 2
City/Suburb
State/Region
Postal Code
Country
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Quote ID
Required
Quote Number
Status
Contact
Required
Date
Expiry
Reference
Theme
Title
Summary
Currency
Amounts Are
Terms
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Resource type
Required
File
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization
Required
Search_by
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Organization
Required
Email
Action
This is an event a Zap performs.
Search
Find existing data in your app
Organization
Required
Search By
Required
Order ID or Number
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Organization
Required
Invoice ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Organization
Required
Search_by
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Organization
Required
Search_by
Required
Contact Name
Required
Account_number
Sales Default Account Code
Purchases Default Account Code
Contact Requirements
Primary Person - First Name
Primary Person - Last Name
Primary Person - Email
Secondary Person - First Name
Secondary Person - Last Name
Secondary Person - Email
Include secondary person in emails sent to contact?
Phone - Country Code
Phone - Area Code
Phone Number
Fax - Country Code
Fax - Area Code
Fax - Number
Mobile - Country Code
Mobile - Area Code
Mobile - Number
Direct Dial - Country Code
Direct Dial - Area Code
Direct Dial - Number
Address__type_of
Address - Attention
Address - Line 1
Address - Line 2
Address - City/Town
Address - State/Region
Address - Postal/Zip Code
Address - Country
Tax_number
Bank Account Number
Groups
Contact_number
Company_number
Payment Terms - Invoice Due (days)
Payment Terms - Type for Sales Invoices
Payment Terms - Bill Due (days)
Payment Terms - Type for Purchase Invoices
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Qwilr and Xero with AI agents and code
Beyond Zap workflows. Call Qwilr and Xero actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Qwilr and Xero actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Create Project
Add Items to Existing Sales Invoice
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers have created over 25 million Zaps on the platform
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Practical ways you can use Qwilr and Xero
Generate invoices when proposals are accepted
When a project is accepted in Qwilr, Zapier triggers the creation of an invoice in Xero. This saves time by automatically initiating billing for approved work, ensuring prompt and accurate financial records.
When a new employee record is created in Xero, Zapier triggers the creation of a Qwilr project. This automation helps HR ensure onboarding materials are ready and that associated costs are documented properly.
When a Qwilr project is first viewed, Zapier can record the event into Xero's project management system. This gives IT teams insights into external systems' usage without manual tracking.
Level up your Qwilr to Xero integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Qwilr + Xero integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Qwilr and Xero
How do I integrate Qwilr with Xero?
First, you'll need to create accounts on both Qwilr and Xero if you haven't already. Then, navigate to the integrations section in Qwilr, find Xero, and follow the prompts to authorize the connection. This usually involves logging into your Xero account and providing the necessary permissions.
What triggers are available when integrating Qwilr with Xero?
When integrating with Xero, our system can trigger actions based on events such as when a new proposal is accepted in Qwilr or when an invoice is created. These triggers help automate subsequent tasks within your workflow.
What actions can be automated using Qwilr and Xero integration?
Once integrated, you can automatically generate invoices in Xero when a proposal is accepted on Qwilr. Other automated actions include creating a draft bill or updating contacts in your accounting records from proposals.
Is it possible to sync customer data between Qwilr and Xero?
Yes, integrating the two platforms allows for automatic syncing of customer information. When a new proposal is accepted in Qwilr, customer data can be updated or added as contacts in Xero.
Can I customize how invoices are generated through this integration?
You have the flexibility to customize invoice templates within Xero that are used when an invoice is automatically generated through our integration with Qwilr. Ensure your template settings in Xero reflect what you'd like included from proposals.
How do I troubleshoot if my invoices aren't appearing correctly from the integration?
Start by checking that all configured actions are correctly set up and authorized on both ends of our integration setup page. Re-authorizing permissions might resolve any sync issues. Also ensure your invoice templates in Xero match up with what's being pulled from proposals.
Do changes made manually in one platform get updated automatically through the integration?
Currently, manual changes made directly in either platform do not trigger updates across both systems automatically. It’s important to ensure consistency by re-syncing data if making significant manual adjustments outside automated processes.
About Qwilr
Qwilr is reimagining the way you communicate with your clients. We help you make beautiful, intuitive sales and marketing documents that look impressive and integrate seamlessly with your business.
Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.
