Connect Chatwork and Xero to Build Intelligent Automations
Choose a Trigger
When this happens...
New Message in a Room
Message 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 Chatwork and Xero automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Message in a Room
Triggers when new message is created in Room.
Message Updated
Triggers when message is updated in a Room.
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 Chatwork integrations.
Send Message
Sends a new message to a specific group chat in ChatWork.
Get Chat Members
Get members of a chat room.
Add a task to a chat
Add a new task to the chat.
Update Chat Room
update a chat room.
Create a Contact
Creates a new contact.
Create Project
Creates a New Project For a Contact
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Frequently Asked Questions
To start, connect both your Chatwork and Xero accounts to viaSocket. Once connected, you can set up a workflow where an event in Chatwork triggers actions in Xero (or vice versa).
Absolutely. You can customize how Chatwork 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 Chatwork 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 Chatwork 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 Chatwork
Chatwork is a collaborative platform designed to streamline communication and project management within teams. It offers features such as group chat, task management, file sharing, and video calls to enhance productivity and foster seamless collaboration.
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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