Connect BugHerd and Xero to Build Intelligent Automations
Choose a Trigger
When this happens...
Comment Created
Task Created
Task Updated
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
Ready to use BugHerd and Xero automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Comment Created
Trigger when a comment is created.
Task Created
Trigger when task is created.
Task Updated
Trigger when task is created or 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 BugHerd integrations.
Create Project
Create a project in BugHerd.
Add Member
Add a member to a project.
Add Guest
Add an existing guest to a project, or invite someone by email address.
Update Project
Update settings for an existing project under your control
Delete Project
Delete a project and all associated data.
Add Task to a Project
Add a new task in a project.
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Frequently Asked Questions
To start, connect both your BugHerd and Xero accounts to viaSocket. Once connected, you can set up a workflow where an event in BugHerd triggers actions in Xero (or vice versa).
Absolutely. You can customize how BugHerd 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 BugHerd 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 BugHerd 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 BugHerd
BugHerd is a simple yet powerful web-based bug tracking tool that acts like a sticky note on your website. It allows teams to easily manage feedback and track issues directly on web pages.
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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