Quick setup guide to connect Xero with Agency Handy via n8n automation.
This section walks you through creating a Xero app, configuring OAuth credentials, and linking it with Agency Handy using an n8n workflow to automatically create invoices in Xero.
Follow these steps to create a Xero app in your account and connect it with the Agency Handy automation endpoint
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First, visit https://developer.xero.com/app/manage and log in with your Xero credentials.
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Next, navigate to the provided n8n workflow.
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Double-click the ‘Check if the customer Exists’ node in the n8n workflow and create your credentials.
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Copy the OAuth Redirect URL. We’ll use this during the Xero app setup.
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Return to the Xero developer portal ( Xero ) and click on ‘New App’ to begin creating your new app.
a. Enter ‘AH Connection’ as the app name.
b. Enter your website URL as the company or application URL.
c. Use the URL you copied earlier from n8n workflow, for example, https://primary-production-fcbcf.up.railway.app/rest/oauth2-credential/callback
d. Agree to the terms and conditions, then click on 'Create App. -
You should be at the App Details page, please click on the Configuration tab.
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Click on ‘Generate a secret’ to create a Client secret.
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Then copy Client id and Client secret 1.
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Next, paste the copied values into the Client ID and Client Secret fields, then click 'Save.'
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After you save, you’ll see that the Xero account is now connected in the n8n workflow.
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Double-click on ‘Receive form submission’ > ‘Production URL’ and copy the URL.
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Now, go to your Integrations settings in the Agency Handy portal, like https://ah001.agencyhandy.com/integrations
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If you haven’t used the webhook feature in Agency Handy yet, click on ‘Webhook Management,’ select the ‘Token’ option from the dropdown, and click ‘OK’
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Now, create a webhook. Enter a name, URL, select only the ‘Task create’ event, and click ‘Save’
You’re done! Now, create an order (with invoice creation turned off) as a test. You’ll see the invoice created in Xero shortly.