Integrate Xero API with Microsoft Flow
Integrate with Microsoft Flow (https://flow.microsoft.com) to enable better integrations into Office 365 and other MS products (similar in many respects to Zapier). The number of potential opportunites for integraiton into the O365 and Microsoft ecosystem.
This was orginally mentioned in Xero Business Community.
https://community.xero.com/business/discussion/64732533/
Here is one potential scenerio:
Issue an invoice from Xero > Flow grabs the PDF of the invoice and stores to a SharePoint Online Document Library with appropiate MetaData for sharing and Data Loss Prevention rules.
(We're doing the above currently - by CC'ing a shared mailbox on all invoices and running a flow to take the attachments and store them in folders in SharePoint by Year and Month folders) this would be nicer with a direct API integration as it would allow (for example) existing invoices to be captured via API for invoices sent before the email workflow above is put in place.
Blair
shared this idea
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Peter MacClement
commented