activities
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Integration Service activities
- Overview
- UiPath GenAI Activities
- Release notes
- About the UiPath GenAI Activities package
- Project compatibility
- Content Generation
- Update Context Grounding Index
- Context Grounding Search
- Get DeepRAG Analysis by ID
- Summarize Text
- PII Filtering
- Translate
- Detect Language
- Rewrite
- Generate Email
- Categorize
- Named Entity Recognition
- Image Analysis
- Detect Object
- Signature Similarity
- Sentiment Analysis
- Reformat
- Semantic Similarity
- Image Comparison
- Image Classification
- Web Search
- Web Summary
- Web Reader
- Working with UiPath GenAI activities
- Data residency
- GenAI Activities feature availability
- Frequently asked questions
- Act! 365
- ActiveCampaign
- Adobe Acrobat Sign
- Adobe PDF Services
- Agent 2 Agent - Preview
- Amazon Bedrock
- Amazon Connect
- Amazon Polly
- Amazon SES
- Amazon Transcribe
- Anthropic Claude
- Asana
- AWeber
- Azure AI Document Intelligence
- Azure Defender for Cloud
- Azure Maps
- BambooHR
- Box
- Release notes
- About the Box activities
- Project compatibility
- Add Shared Link to File
- Add Shared Link to Folder
- Search for Content
- Cancel Sign Request
- List Sign Requests
- Create Sign Request
- Resend Sign Request
- Create Collaboration
- Upload File Version
- Copy File
- Delete File
- Download File
- Get File Info
- Get Folder Items
- Upload File
- Copy Folder
- Create Folder
- Delete Folder
- Delete Record
- Get Record
- Insert Record
- Replace Record
- List All Records
- Brevo
- Calendly
- Campaign Monitor
- Cisco Webex Teams
- Citrix ShareFile
- Clearbit
- Confluence Cloud
- Constant Contact
- Coupa
- CrewAI – Preview
- Customer.io
- Database Hub
- Databricks Agent
- Datadog
- DeepSeek
- Deputy
- Discord - Preview
- DocuSign
- Drip
- Dropbox
- Dropbox Business
- Egnyte
- Epic FHIR - Preview
- Eventbrite
- Exchangerates
- Expensify
- Facebook
- Freshbooks
- Freshdesk
- Freshsales
- Freshservice
- GetResponse
- GitHub
- Google Maps
- Google Speech-to-Text
- Google Text-to-Speech
- Google Vertex
- Google Vision
- GoToWebinar
- Release Notes
- About the GoToWebinar activities
- Project compatibility
- Delete Webinar
- Get Webinar
- Get Webinar Meeting Times
- Get Webinar Registrant
- Get Webinar Start URL
- List Account Webinars
- List All In Session Webinars
- List All Webinar Attendees
- List All Webinar Registrants
- List All Webinars
- Quick Create Webinar
- Quick Update Webinar
- Search Recording Assets
- Delete Record
- Get Record
- Insert Record
- List All Records
- List Records
- API References
- Greenhouse
- Hootsuite
- HTTP Webhook
- Hubspot CRM
- HubSpot Marketing
- Icertis
- iContact
- Insightly CRM
- Intercom
- Jina.ai
- Jira
- Release notes
- About the Jira activities
- Project compatibility
- Create Issue
- Add Issue Attachment
- Download Issue Attachment
- Get Instance Details
- Add Comment
- Update Comment
- Get Comments
- Get Issue
- Search Issues by JQL
- Search Issues
- Update Issue
- Update Issue Assignee
- Find User by Email Address or Display Name
- Update Issue Status
- Delete Record
- Get Record
- Insert Record
- List Records
- Replace Record
- Upsert Record
- Invoke Operation
- Delete Issue
- Event Trigger
- Keap
- Klaviyo
- LinkedIn
- Mailchimp
- Mailjet
- MailerLite
- Mailgun
- Marketo
- About the Marketo activities
- Project compatibility
- Create Lead
- Get All Leads
- Get Lead Changes
- Update Lead
- Add Leads To A List
- Remove Leads From A List
- Delete Record
- Get Record
- Insert Record
- List Records
- Update Record
- Bulk Import Leads
- Bulk Import Program Members
- Push Leads to Trigger Campaign
- Get Bulk Export Status
- Create Program
- Bulk Export Program Members
- Get Bulk Import Status
- Clone Program
- Download Program Members Bulk Export
- Change Program Members Status
- Create or Update Tokens
- Technical References
- MCP
- Microsoft Azure OpenAI
- Microsoft Azure AI Foundry
- Microsoft Azure Sentinel
- Microsoft Dynamics CRM
- Release Notes
- About the Microsoft Dynamics CRM activities
- Project compatibility
- Technical References
- Upload Note Attachment
- Download Note Attachment
- Upload Activity Attachment
- Download Activity Attachment
- Create Account
- Update Account
- Create Contact
- Update Contact
- Create Lead
- Update Lead
- Close Lost Opportunity
- Close Won Opportunity
- Create Opportunity
- Delete Record
- Get Record
- Insert Record
- List All Records
- Update Record
- Microsoft Power Automate
- Microsoft Sentiment
- Microsoft Sentinel Threat Intelligence
- Microsoft Teams
- Release Notes
- About the Microsoft Teams activities
- Project compatibility
- Create Channel
- Invite Member to Channel
- List All Channels
- Send Individual Chat Message
- Reply to Channel Message
- Create Online Teams Meeting
- Send Bot Channel Message
- Send Bot Direct Message
- Send Channel Message
- Send Group Chat Message
- Get Channel by Name
- Get Individual Chat
- Get Team by Name
- Invite User to Team
- List All Channel Messages
- List All Chat Messages
- List All Team Members
- Get Online Teams Meeting
- List All Recordings
- List All Transcripts
- Download Meeting Transcript/Recording
- Get User by Email
- List Records
- Insert Record
- Update Record
- Get Record
- Delete Record
- Technical references
- Microsoft Translator
- Microsoft Vision
- Miro
- Nvidia NIM
- Okta
- OpenAI
- OpenAI V1 Compliant LLM
- Oracle Eloqua
- Oracle NetSuite
- PagerDuty
- Paypal
- PDFMonkey
- Perplexity
- Pinecone
- Pipedrive
- QuickBooks Online
- Quip
- Salesforce
- Release Notes
- About the Salesforce activities
- Project compatibility
- Create Account
- Update Account
- Create Contact
- Update Contact
- Create Lead
- Update Lead
- Create Opportunity
- Upload File
- Download File
- Download Attachment
- Search Records
- Search Using SOQL
- Approve record in Approval process
- Submit a record for Approval Process
- Reject record in Approval process
- Get Opportunity
- Get Lead
- Get Contact
- Get Account
- Get Report Metadata
- Add File to Record
- Create Bulk Upload Job
- Get Bulk Job Info
- Starts or Aborts Bulk Job
- Download SOQL Bulk Job Results
- Download Unprocessed Records of Bulk Upload
- Create Bulk Download Job Using SOQL
- Search Using String
- Get Object Fields
- Insert Record
- Get Record
- Delete Record
- Update Record
- List Records
- Salesforce Agentforce & Flows
- Salesforce Marketing Cloud
- SAP BAPI
- SAP Cloud for Customer
- SAP Concur
- SAP OData
- SendGrid
- ServiceNow
- Release Notes
- About the ServiceNow activity package
- Project compatibility
- Create New Incident
- Create Incident Task
- List All Incidents
- Update Incident
- Add Attachment
- Download Attachment
- Get Incident Task
- Get Attachment
- List All Attachments
- List All Incident Tasks
- Update Incident Task
- Delete Attachment
- Search Users by Email or Name
- Search Incidents by Incident Number
- Delete Record
- Get Record
- Insert Record
- List All Records
- Update Record
- Technical references
- Troubleshooting
- Shopify
- Slack
- Release Notes
- About the Slack activities
- Project compatibility
- Archive Channel
- Create Channel
- Invite Users to Channel
- Remove User from Channel
- Send File to Channel
- Send Message to Channel
- Unarchive Channel
- Send Reply
- Get Channel Info
- Join Channel
- Set Channel Topic
- Set Channel Description
- Send Button Response
- Download File By File ID
- List All User Groups
- List All Users
- Add Users to User Group
- Create Group Direct Message
- Create User Group
- Get User by Email or User Id
- Send Message to User
- Troubleshooting
- SmartRecruiters
- Smartsheet
- Release notes
- About the Smartsheet activities
- Project compatibility
- Attach URL to Sheet
- Add Column
- Update Column
- Add Row
- Update Row
- Get Sheet
- List All Sheets
- Attach File to Comment
- Search Everything
- Update Sheet
- Create Sheet from Template
- Send Sheet Via Email
- List All Folders
- Download Attachment
- Attach File to Row
- Attach URL to Row
- Attach File to Sheet
- List All Workspaces
- List All Attachments
- Delete Row
- Download Sheet
- Search Sheets
- Insert Record
- Get Record
- List All Records
- Delete Record
- Snowflake
- Snowflake Cortex
- Stripe
- Sugar Enterprise
- Sugar Professional
- Sugar Sell
- Sugar Serve
- TangoCard
- Todoist
- Trello
- Twilio
- UiPath Apps - Preview
- UiPath Orchestrator
- UiPath Test Manager
- About the UiPath Test Manager activities
- Project Compatibility
- Assign Test Cases To Requirement
- Assign Test Cases To Test Set
- Create Requirement
- Create Test Case
- Create Test Set
- Create Test Step
- Delete Attachment
- Delete Requirement
- Delete Test Case
- Delete Test Execution
- Delete Test Set
- Download Assertion
- Download Attachment
- Execute Test Cases
- Execute Test Set
- Get Assertions
- Get Assigned Test Cases For Requirement
- Get Assigned Test Cases For Test Set
- Get Attachments
- Get Requirement
- Get Requirements
- Get Robot Logs
- Get Test Case
- Get Test Case Log
- Get Test Cases
- Get Test Execution
- Get Test Executions
- Get Test Set
- Get Test Sets
- Get Test Step
- Get Test Step Logs
- Get Test Steps
- Test Manager HTTP Request
- Update Requirement
- Update Test Case
- Update Test Set
- Update Test Step
- Upload Attachment
- IBM WatsonX
- WhatsApp Business
- WooCommerce
- Workable
- Workday
- Workday REST
- X (formerly Twitter)
- Xero
- Release notes
- About the Xero activity package
- Project compatibility
- Create Contact
- List All Contacts
- Add Attachment to Contact
- Get Balance Sheet Report
- Get BAS Report
- Get GST Report
- Get Bank Summary Report
- Get Aged Receivables by Contact Report
- Get Attachments of a Contact
- Get Budget Summary Report
- Get Profit and Loss Report
- Get Trial Balance Report
- Get Executive Summary Report
- Get Aged Payables by Contact Report
- List Reports
- Delete Record
- List All Records
- Get Record
- Insert Record
- Replace Record
- Youtube
- Zendesk
- Zoho Campaigns
- Zoho Desk
- Zoho Mail
- Zoom
- ZoomInfo
Get Trial Balance Report
Get Trial Balance Report activity in the Xero connector.
Description
Retrieve trial balance reports.
Project compatibility
Windows | Cross-platform
Configuration
- Connection - The connection established in Integration Service. Access the dropdown menu to choose, add, or manage connections.
- Date - The date of the report, e.g., 2014-4.30. Use the calendar widget to select a date. This field supports
DateTimeOffsettype input. - Payments only - Set this to true to get cash transactions only. Boolean value.
Additional properties
Output
- Trial balance report - Automatically generated output variable.