Connect Browse AI and Xero to Build Intelligent Automations
Choose a Trigger
When this happens...
New Tasks
Table Export
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
Ready to use Browse AI and Xero automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Tasks
Triggers when a task is finished successfully.
Table Export
Triggers when a table export successfully .
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
Do thisActions
Action is the task that follows automatically within your Browse AI integrations.
Bulk Run Tasks
Bulk runs up to 50,000 tasks using a robot.
Create a Contact
Creates a new contact.
Create Project
Creates a New Project For a Contact
Create Purchase Order
Creates A New Purchase Order For A Contact
Create New Quote
Creates a New Quote
Find a Purchase Order
Find a Purchase Order By Order Number Or Order ID
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Frequently Asked Questions
To start, connect both your Browse AI and Xero accounts to viaSocket. Once connected, you can set up a workflow where an event in Browse AI triggers actions in Xero (or vice versa).
Absolutely. You can customize how Browse AI 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 Browse AI 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 Browse AI 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 Browse AI
Browse.ai is a powerful tool designed to automate web data extraction and monitoring. It allows users to easily capture and track data from websites without the need for coding, making it ideal for businesses and individuals looking to streamline their data collection processes.
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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