Estimated reading time: 4 min
What will start your automation…
A connection to your Xero account is needed so we can sync it with our platform.
Refer to Xero – connection.
Refer to Xero – connection.
Trigger List and Settings Copy Link
Recurrence rule or scheduler settings Copy Link
Run Once Tab: This tab allows you to schedule a Flow to execute a single time at a specific date and time. This is ideal for one-time operations such as data syncs, cleanups, or initial configuration steps. After execution, the schedule will be automatically cleared unless rescheduled manually.
Run Tab: This tab is used to set up repeating schedules:
- Repeat feature: This dropdown determines how long the automation will continue repeating based on the selected frequency (Minutely or Hourly). You can choose from:
- Repeat Forever
- The automation will continue to run indefinitely at the defined interval (e.g. every 15 minutes).
- No end condition is specified.
- Repeat for (x) Times
- You set a specific number of repetitions.
- Requires the field Number (x) of Repeat Times to be filled (e.g. 10 times).
- Repeat Between Start & End Dates
- The automation will run only within a defined date range.
- Additional fields will appear to select start and end dates.
- Useful for limited-time schedules like campaigns or batch jobs.
- Repeat Forever
- Daily at Multiple Times: Sets the Flow to run several times per day based on a minutely or hourly interval.
- Daily: This allows a Flow to run x times per day at a specific time.
- Weekly: This allows you to run a Flow weekly by selecting the days and time.
- Monthly: This will monitor your Trigger every month on a defined date and hour.
- Yearly: This will monitor your Trigger on a specific date and hour every year.
- Specific dates: This will start your Trigger on specific dates and time.
For more details, see Wiresk Scheduler – The Fundamentals.
Get sample with the”Use” button Copy Link
After you’ve configured your Trigger parameters, select the “Use” button to fetch a live sample of data from the Trigger.
What it does:
- Extracts real data based on your Trigger setup
- Validates your parameters by showing if they match existing records
- Prepares data for field mapping – the sample helps you map your Trigger output to your Method parameters in the Flow. Refer to FIELD MAPPING documentation.
Think of it as a preview step: it makes sure your Trigger is working and gives you real data to work with when setting up the rest of your flow.
Scheduled Triggers Copy Link
These Triggers will start your Flow automatically at a specific time or intervals instead of being triggered real-time event (Webhooks).
Check Updated Invoices Copy Link
This Trigger monitors and retrieves existing invoices that have been updated, based on the Scheduler’s interval.
Configuration Table:
| Name* | Check Updated Invoice |
| Connection* | Select your connection or create one. |
| Time out | You can additionally set the Trigger duration to limit the information processed per execution to optimize performance and resource usage. |
| Recurrence rule/scheduler* | Set up your recurrence rule. |
| Parameters | |
| Include Previous Invoices | Selecting Yes retrieve all existing invoices. Choosing No shows only invoices created since the last time the flow was executed. |
| Preview Data | In this tab, you can preview the retrieved data. In specific Trigger instances, data can only be previewed when it is available for retrieval. If no event occurs from the Trigger, a message “No data available”, or “Cannot read properties of null ” will be displayed. |
(*) required field
⚠️ Reminder: Click “Use” to validate your Trigger with sample data before saving.
Check New Invoices Copy Link
This Trigger monitors and retrieves new invoices based on the Scheduler’s interval.
Configuration Table:
| Name* | Check New Invoice |
| Connection* | Select your connection or create one. |
| Time out | You can additionally set the Trigger duration to limit the information processed per execution to optimize performance and resource usage. |
| Recurrence rule/scheduler* | Set up your recurrence rule. |
| Parameters | |
| Include Previous Invoices | Selecting Yes retrieve all existing invoices. Choosing No shows only invoices created since the last time the flow was executed. |
| Preview Data | In this tab, you can preview the retrieved data. In specific Trigger instances, data can only be previewed when it is available for retrieval. If no event occurs from the Trigger, a message “No data available”, or “Cannot read properties of null ” will be displayed. |
(*) required field
⚠️ Reminder: Click “Use” to validate your Trigger with sample data before saving.
Get All Records of an Entity Copy Link
Retrieves all records of an Entity (Set of data that contain records) from your Organization. When managing several organizations, you have the option to select a particular organization by using the TENANT field.
Configuration Table:
| Name* | Get All Records of an Entity |
| Connection* | Select your connection or create one. |
| Time out | You can additionally set the Trigger duration to limit the information processed per execution to optimize performance and resource usage. |
| Recurrence rule/scheduler* | Set up your recurrence rule. |
| Parameters | |
| Entity* (Set of data that contain records) | Select the Entity to retrieve records from: Invoice, Account, Payment, Bank Transaction, Bank Transfer, Contact, Credit Note, Manual Journal, Quote, Item, Purchase Order, Contact Group, Employee, Report, Tax Rate, File, Folder, Asset Type, Asset, Tracking Category, Timesheet, Tenant, Setting. |
| Page | Define the page number of retrieve records. |
| Limit | Define the maximum of records per page. |
| Tenant | Optionally select a specific Organization (for Xero Account with multiple Organisations). Select Input > Lookup tab > Select Search button to display a list. |
| Preview Data | In this tab, you can preview the retrieved data. In specific Trigger instances, data can only be previewed when it is available for retrieval. If no event occurs from the Trigger, a message “No data available”, or “Cannot read properties of null ” will be displayed. |
(*) required field
⚠️ Reminder: Click “Use” to validate your Trigger with sample data before saving.
Retrieve records using Wiresk’s Query Builder Copy Link
Retrieve multiple records from Xero Database using Wiresk’s Query Builder.
A Query Builder allows you to create complex SQL queries without having to write any code.
This allows non-technical users to easily access and analyze data with a graphical user interface.
See how to use Wiresk’s Query Builder.
✓ When This Trigger is running, the result of the Query can be use to Map your Methods.
A Query Builder allows you to create complex SQL queries without having to write any code.
This allows non-technical users to easily access and analyze data with a graphical user interface.
See how to use Wiresk’s Query Builder.
✓ When This Trigger is running, the result of the Query can be use to Map your Methods.
Configuration Table:
| Name* | Retrieve Records using Wiresk’s Query Builder |
| Connection* | Select your connection or create one Refer to how to create a connection. |
| Time out | You can additionally set the Trigger duration to limit the information processed per execution to optimize performance and resource usage. |
| Recurrence rule/scheduler* | Set up your recurrence rule |
| Parameters | |
| Entity* (Set of data that contain records) | Select the Entity where the data records are located. Entities available: Invoice, Payment, Batch Payment, Account, Contact, Bank Transaction, Linked Transaction, Bank Transfer, Credit Note, Quote, Manual Journal, Item, Purchase Order, Contact Groups, Employee, Report, Tax Rate, Asset, Asset Type, Tracking Category, Folder, Tenant, Settings. |
| Configure Filter | This tab enables you to define specific criteria to narrow down the records being retrieved. |
| Configure Columns | Configure which columns or fields of data will be retrieved and included in the output. Preview Data: To visualize the records. You must select at least 1 Columns to get the Preview Dat. If you get this message:” Cannot convert undefined or null to object”, it means there is no records. Number of records:10 By default, 10 records will be shown. Begin at record:0 The display starts at record 0. Edit Columns Customize which columns are displayed and retrieved. Minimum 1 column, maximum 50 columns. Configure Sorting This option is for sorting the data in the columns by Ascending or descending order. |
(*) required field
⚠️ Reminder: Click “Use” to validate your Trigger with sample data before saving.
Test run or automate your Flow Copy Link
After setting up your Flow, you can choose to:
- “Run once”, your Flow will run only a single time. You can use this function to test your Flow.
- “Run Scheduler” will automate your Flows with the recurrence rule you previously defined.
For more details, refer to How to run a Flow tutorial in our Help Center.
If you are using a Webhook Trigger, the Flow will initiate automatically when a webhook is received from your connected apps. This means that the Flow is automated without a scheduler and will run until you deactivate the Flow manually. Refer to Webhook documentation in our Help Center.
Learn more about Wiresk, explore our user guide.
If you need an integration that you cannot find in Wiresk, you can make a request to our team, and we will try our best to satisfy your needs.
If you need an integration that you cannot find in Wiresk, you can make a request to our team, and we will try our best to satisfy your needs.