Connect Constant Contact and Xero to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
New List
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
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Retrieve contacts created or updated within the specified recent minutes from Constant Contact.
New List
Fetches contact lists created since the last check and returns the most recent lists.
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 Constant Contact integrations.
Add Contact to List
Add a contact to one or more Constant Contact lists and save optional details like name, phone, company, birthday, and anniversary.
Create Contact
Create a Constant Contact contact (or update via sign-up form). Optionally add to lists and set contact details, phone, notes, and custom fields.
Tag Contact
Apply one or more existing tags to selected contacts (select by contact ID or provide email addresses). Optionally exclude contacts and add a short note.
Remove Contact From List
Remove one or more contacts from selected Constant Contact list(s) using Contact IDs or email addresses.
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 Constant Contact and Xero accounts to viaSocket. Once connected, you can set up a workflow where an event in Constant Contact triggers actions in Xero (or vice versa).
Absolutely. You can customize how Constant Contact 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 Constant Contact 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 Constant Contact 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 Constant Contact
Constant Contact can help grow your business with an email marketing tool that’s affordable, powerful, and easy to use.
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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