Connect Bigin and Xero
Integrate Bigin with Xero to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create or Update Contact in Xero when New Contact Created in Bigin
Create Project in Xero when New Contact Created in Bigin
Create Purchase Order in Xero when New Contact Created in Bigin
Create New Quote in Xero when New Contact Created in Bigin
Find a Purchase Order in Xero when New Contact Created in Bigin
Popular Bigin + Xero flows
Start from a real workflow other teams are already running.
Choose a trigger
Bigin
When this happens...
New Contact Created
New Deal Is Created
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 New Contact Created in Bigin
Use this flowCreate Project in Xero when New Contact Created in Bigin
Use this flowCreate Purchase Order in Xero when New Contact Created in Bigin
Use this flowCreate New Quote in Xero when New Contact Created in Bigin
Use this flowFind a Purchase Order in Xero when New Contact Created in Bigin
Use this flowFind Invoice in Xero when New Contact Created in Bigin
Use this flowFind Contact in Xero when New Contact Created in Bigin
Use this flowAdd Note to Invoice in Xero when New Contact Created in Bigin
Use this flowAdd Stock Items to Xero when New Contact Created in Bigin
Use this flowCreate Bank Transfer in Xero when New Contact Created in Bigin
Use this flowSupported Triggers & Actions
Everything you can automate between Bigin and Xero.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact Created
Runs when a new contact is created in Zoho Bigin.
New Deal Is Created
Runs when a new deal is created in Zoho Bigin.
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 Bigin integrations.
Create Contact
Adds a new contact to Bigin with name, contact details, address, owner, tags, and associated company.
Update Contact
Updates an existing contact in Bigin with the provided details.
Update Company
Updates an existing company in Bigin with the provided details such as name, contact info, address, owner, and tags.
Get Organization Details
Retrieves the details of the organization.
Create Or Update Pipeline
Creates a new pipeline or updates an existing pipeline in Bigin.
Create Or Update Contact
Creates a new contact or updates an existing contact matched by email.
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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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Bigin
Bigin by Zoho CRM is a customer relationship management system tailored for small businesses to streamline sales, marketing, and customer service. Its intuitive pipeline management tracks opportunities across sales stages with customizable workflows.
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 Bigin 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 Bigin 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 Bigin triggers actions in Xero, and a separate workflow where Xero triggers actions in Bigin. 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 Bigin and Xero. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Bigin 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.
