
When this happens...
New Lead
New List
New Tag
New Status

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
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a new lead is created in Breakcold.
Runs when a new list is created.
Runs when a new tag is created.
Runs when a new status is created.
Triggers when you add a new contact
Triggers when a new quote is created
Action is the task that follows automatically within your Breakcold integrations.
Creates a new lead or updates an existing lead in Breakcold.
Adds a new list to your Breakcold account.
Adds a reminder to a lead in your Breakcold account.
Create a lead note in Breakcold.
Search a lead by email, phone, website, company, or social handle.
Creates a new contact.
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To start, connect both your Breakcold and Xero accounts to viaSocket. Once connected, you can set up a workflow where an event in Breakcold triggers actions in Xero (or vice versa).
Absolutely. You can customize how Breakcold 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 Breakcold 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 Breakcold 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.
AI-native sales CRM that automates lead capture, pipeline movement, and task creation across Email, LinkedIn, WhatsApp, and Telegram. Provides meeting intelligence, enrichment, webhooks and a public REST API (api.breakcold.com) for integrations.
Learn MoreXero 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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