Connect Apollo and Xero
Integrate Apollo with Xero to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create or Update Contact in Xero when When a new account is created in Apollo in Apollo
Create Project in Xero when When a new account is created in Apollo in Apollo
Create Purchase Order in Xero when When a new account is created in Apollo in Apollo
Create New Quote in Xero when When a new account is created in Apollo in Apollo
Find a Purchase Order in Xero when When a new account is created in Apollo in Apollo
Popular Apollo + Xero flows
Start from a real workflow other teams are already running.
Choose a trigger
Apollo
When this happens...
When a new account is created in Apollo
When a new contact is created in Apollo
When an existing contact is updated
Choose an action
Xero
Automatically do this!
Create or Update 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
Create or Update Contact in Xero when When a new account is created in Apollo in Apollo
Use this flowCreate Project in Xero when When a new account is created in Apollo in Apollo
Use this flowCreate Purchase Order in Xero when When a new account is created in Apollo in Apollo
Use this flowCreate New Quote in Xero when When a new account is created in Apollo in Apollo
Use this flowFind a Purchase Order in Xero when When a new account is created in Apollo in Apollo
Use this flowFind Invoice in Xero when When a new account is created in Apollo in Apollo
Use this flowFind Contact in Xero when When a new account is created in Apollo in Apollo
Use this flowAdd Note to Invoice in Xero when When a new account is created in Apollo in Apollo
Use this flowAdd Stock Items to Xero when When a new account is created in Apollo in Apollo
Use this flowCreate Bank Transfer in Xero when When a new account is created in Apollo in Apollo
Use this flowSupported Triggers & Actions
Everything you can automate between Apollo and Xero.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new account is created in Apollo
Runs the workflow automatically whenever a new account is created in Apollo.
When a new contact is created in Apollo
Runs the workflow automatically whenever a new contact is created in Apollo.
When an existing contact is updated
Runs the workflow automatically whenever an existing contact is updated.
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
Do thisActions
Action is the task that follows automatically within your Apollo integrations.
Create Account
Create a new account
Create Contact
Add a new contact to Apollo
Create Deal
Create a new deal in Apollo
Create Task
Create and assign a task
Update Account
Update an Apollo account
Search Contacts
Search contacts by criteria
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Apollo and Xero workflows.
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About Apollo
Apollo is a unified engagement platform that is the foundation for your entire end-to-end sales strategy. Teams get access to a database of over 200 million contacts, as well as a host of different engagement and analytics tools.
Learn more
About 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.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Apollo and Xero accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Apollo and Xero as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Xero. No coding required.
Yes. You can set up a workflow where Apollo triggers actions in Xero, and a separate workflow where Xero triggers actions in Apollo. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Apollo and Xero. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Apollo and Xero integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
