Review active Xero connections monthly
Know which Xero connections are active before you need them for a finance task or automation.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Connections
Tool to list active xero connections. use when you need to retrieve all current tenant connections for the authenticated user.
Why this helps
An outdated mental picture of connected tenants can slow down finance work and make workflow problems harder to trace.
- Keep a current view of active Xero connections.
- Pair tenant status with relevant public context.
- Make connection review a small scheduled task.
Setup
Build it in a few focused steps.
- 1Connect Tavily and Xero to Notis once through the portal.
- 2Create an automation through the portal or ask Notis for it in plain language.
- 3Ask in a single instruction for active Xero connections and relevant Tavily updates about the services you rely on.
- 4Choose a monthly schedule and a channel for run reports.
- 5Test once and confirm the inventory reflects your current setup.
Questions about this workflow
Can this restore a missing connection?
No. It lists current connections so you can see what needs attention.
What does it retrieve from Xero?
It uses the Get Connections action to list active connections for the authenticated user.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Tavily to Xero. A trigger fires from one place; an action lands in another.
Tavily triggers
Xero actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Connections
Tool to list active xero connections. use when you need to retrieve all current tenant connections for the authenticated user.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Contacts
Tool to retrieve a list of contacts. use when you need up-to-date contact information with filtering, paging, or incremental updates.
Get Quotes
Tool to retrieve a list of quotes. use when you need to list, filter, or page through sales quotes. use after obtaining the tenant id via connections.
Update Invoice
Tool to update an existing invoice. use when you need to modify the details of an invoice after it's been created.
Connect any two apps with Notis in the middle.
Tavily and Xero, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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