
When this happens...
New Meeting Book or Invitee Created
Invitee Canceled
Invitee No Show Created
When new meetings Booked Canceled or Rescheduled
New Routing Form Submission

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
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when someone books a meeting for any event type.
Trigger when an invitee cancels a scheduled event
Trigger when an invitee is marked as no-show.
Triggers when someone books, cancels, or reschedules a meeting for any event type.
Triggers when a new routing form submission is created.
Triggers when you add a new contact
Action is the task that follows automatically within your Calendly integrations.
Creates a scheduling link.
Cancels a scheduled event with a specified reason for the cancellation.
Marks a specific invitee as no show.
Creates a new One-Off Meeting in Calendly.
Returns basic information about your user account.
Creates a new contact.

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To start, connect both your Calendly and Xero accounts to viaSocket. Once connected, you can set up a workflow where an event in Calendly triggers actions in Xero (or vice versa).
Absolutely. You can customize how Calendly 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 Calendly 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 Calendly 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.
Calendly helps you schedule meetings without the back-and-forth emails. It integrates with your calendar to automatically update your availability and sends out reminders to ensure no one misses a meeting.
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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