Connect Cal ID and Xero to Build Intelligent Automations
Choose a Trigger
When this happens...
Booking Created
Booking Cancelled
Booking Rescheduled
Booking Requested
New Form Submitted
Form Submitted No Event
Booking Rejected
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.
Booking Created
Triggers when new booking is created.
Booking Cancelled
Triggers when new booking is cancelled.
Booking Rescheduled
Triggers when a new booking is rescheduled.
Booking Requested
Triggers when a Booking Requested
New Form Submitted
This triggers when a form is submitted.
Form Submitted No Event
Triggers when a form is not submitted.
Do thisActions
Action is the task that follows automatically within your Cal ID integrations.
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
Find Invoice
Finds An Invoice By Number Or Reference
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Frequently Asked Questions
To start, connect both your Cal ID and Xero accounts to viaSocket. Once connected, you can set up a workflow where an event in Cal ID triggers actions in Xero (or vice versa).
Absolutely. You can customize how Cal ID 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 Cal ID 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 Cal ID 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 Cal ID
OneHash Cal is a comprehensive calendar application designed to streamline scheduling and time management for individuals and teams. It offers features such as event scheduling, reminders, and integration with other productivity tools to enhance efficiency and organization.
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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