Connect Contacts+ and Xero
Integrate Contacts+ with Xero to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create or Update Contact in Xero when Contact Is Created in Contacts
Create Project in Xero when Contact Is Created in Contacts
Create Purchase Order in Xero when Contact Is Created in Contacts
Create New Quote in Xero when Contact Is Created in Contacts
Find a Purchase Order in Xero when Contact Is Created in Contacts
Popular Contacts+ + Xero flows
Start from a real workflow other teams are already running.
Choose a trigger
Contacts+
When this happens...
Contact Is Created
Contact Deleted
When a contact is updated
When a new tag is added
When a tag is deleted
Tag Updated
When a business card is transcribed
Choose an action
Xero
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
Create or Update Contact in Xero when Contact Is Created in Contacts
Use this flowCreate Project in Xero when Contact Is Created in Contacts
Use this flowCreate Purchase Order in Xero when Contact Is Created in Contacts
Use this flowCreate New Quote in Xero when Contact Is Created in Contacts
Use this flowFind a Purchase Order in Xero when Contact Is Created in Contacts
Use this flowFind Invoice in Xero when Contact Is Created in Contacts
Use this flowFind Contact in Xero when Contact Is Created in Contacts
Use this flowAdd Note to Invoice in Xero when Contact Is Created in Contacts
Use this flowAdd Stock Items to Xero when Contact Is Created in Contacts
Use this flowCreate Bank Transfer in Xero when Contact Is Created in Contacts
Use this flowSupported Triggers & Actions
Everything you can automate between Contacts+ and Xero.
When this happensTriggers
A trigger is an event that starts a workflow.
Contact Is Created
Runs when contact is created
Contact Deleted
Triggers when a contact is deleted from your Contacts+ account.
When a contact is updated
Runs the workflow automatically whenever any contact is updated in your Contacts+ account.
When a new tag is added
Runs the workflow automatically whenever a new tag is added to your Contacts+ account.
When a tag is deleted
Runs the workflow automatically whenever a tag is deleted from your account.
Tag Updated
Triggers when a tag is updated.
Do thisActions
Action is the task that follows automatically within your Contacts+ integrations.
Remove Tags From a Contact
Remove one or more tags from a contact.
Add a Note to a Contact
Add a note to a contact.
Create a Contact
Add a new contact with name, email, phone, address and other details.
Get Account Information
Fetches the authenticated user’s account information .
List My Teams
List the teams you are a member of.
Create Tag
Create a tag to label contacts
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Contacts+
Contacts+ is a comprehensive contact management platform designed to help you organize, update, and maintain your contact information seamlessly. With features like contact syncing, business card scanning, and detailed contact insights, Contacts+ ensures you stay connected and organized.
Learn moreSimilar apps
About 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 moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Contacts+ and Xero accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Contacts+ and Xero as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Xero. No coding required.
Yes. You can set up a workflow where Contacts+ triggers actions in Xero, and a separate workflow where Xero triggers actions in Contacts+. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Contacts+ and Xero. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Contacts+ and Xero integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
