Connect Breeze and Xero to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project
New File
New Task
Choose an Action
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
Ready to use Breeze and Xero automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Project
Triggers when a new project is created.
New File
Triggers when a new file is added.
New Task
Triggers when a new task is created.
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 Breeze integrations.
Create New Project
Creates a new project.
Create New Task
Creates a new task.
Create Workspace
Creates a new workspace.
List project
List all active projects
List workspaces
list of all workspaces
Get Activity and audit log
list all activity entries
Know More About Breeze and Xero Integrations
Top 5 ways to Automate Xero with viaSocket
Learn the top 5 Xero automation workflows with viaSocket to streamline invoicing, CRM data, inventory sync, team updates, and secure data backup.
Accounting Automation Guide
Master accounting automation with this guide with examples. Explore top tools, steps, and tips to save time, reduce errors, and streamline finances in 2025.
How to Automate Xero
Learn how to automate Xero and connect it with apps like Google Sheets, Shopify, Slack, and Mailchimp via viaSocket. Explore pricing and practical integration ideas to streamline accounting.
Supercharge Your Invoicing with viaSocket
Streamline your invoicing process with viaSocket. Experience efficiency and accuracy in billing, ensuring timely payments and improved cash flow.
Reducing Common Xero Mistakes: viaSocket Automations to Eliminate Reconciliation Errors
Frequently Asked Questions
To start, connect both your Breeze and Xero accounts to viaSocket. Once connected, you can set up a workflow where an event in Breeze triggers actions in Xero (or vice versa).
Absolutely. You can customize how Breeze 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 Breeze 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 Breeze 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 Breeze
Breeze is a project management tool designed to help teams streamline their workflows, manage tasks, and collaborate effectively. It offers features such as task tracking, time tracking, and project planning to ensure that projects are completed on time and within budget.
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.
Learn More
