Connect 7Shifts and Xero to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for 7Shifts
Choose an Action
Automatically do this!
Create a Contact
Create Project
Create Purchase Order
Create New Quote
Find a Purchase Order
Find Invoice
Find Contact
Add Note to Invoice
Add Stock Items
Create Bank Transfer
Create an Xero Invoice
Get Balance Sheet
Get Report of Profit and Loss
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when you add a new contact
New Quote
Triggers when a new quote is created
New Credit Note
Triggers When A New Credit Note Is Created
New Purchase Order
Triggers when a new purchase order is created
New Bill
Triggers When You Add A New Bill
New Bank Transaction
Triggers When A New Bank Transaction Is Created
Do thisActions
Action is the task that follows automatically within your 7Shifts integrations.
Get Hours and Wages report Detailed
Retrieves either scheduled or actual hours and wages
List Departments
List Departments for a company.
List Locations
List Locations for a company.
List Roles
Lists roles for a company.
Retrive User
Retrieve a specific user by User ID
Create a Contact
Creates a new contact.
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Frequently Asked Questions
To start, connect both your 7Shifts and Xero accounts to viaSocket. Once connected, you can set up a workflow where an event in 7Shifts triggers actions in Xero (or vice versa).
Absolutely. You can customize how 7Shifts data is recorded in Xero. This includes choosing which data fields go into which fields of Xero, setting up custom formats, and filtering out unwanted information.
The data sync between 7Shifts and Xero typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between 7Shifts and Xero. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About 7Shifts
7shifts offers robust settings for managing labor visibility and schedule configuration, including Time Clocking and integration settings for tracking labor data and hiding certain staff members from the schedule.
Learn MoreAbout Xero
Xero is a cloud-based accounting software platform for small and medium-sized businesses. It connects business owners with their financial data and advisors anytime, anywhere, on any device.
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