Connect Drip and Xero
Integrate Drip with Xero to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Drip + Xero flows
Start from a real workflow other teams are already running.
Choose a trigger
Drip
When this happens...
New Subscriber
New Subscriber Tag
Remove Subscriber Tag
New Custom Event
Update Custom Field
Complete Campaign
New Campaign Subscription
New Campaign Unsubscribe
New Email Bounced
New Email Click
New Email Complained
New Email Open
New Global Unsubscribe
New Page Visit
New Trigger Link Click
Remove Campaign Subscription
Subscriber Deleted
Undeliverable Subscriber
Deliverable Subscriber
New Email Marketing Subscriber
Subscriber Reactivated
Subscriber Completed Campaign
Updated Subscriber Email
Updated Subscriber's Lifetime Value
Updated Subscriber's Time Zone
Subscriber Receives Email
New Lead
Updated Lead Score
Updated Subscriber's Aliases
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 New Subscriber in Drip
Use this flowCreate Project in Xero when New Subscriber in Drip
Use this flowCreate Purchase Order in Xero when New Subscriber in Drip
Use this flowCreate New Quote in Xero when New Subscriber in Drip
Use this flowFind a Purchase Order in Xero when New Subscriber in Drip
Use this flowFind Invoice in Xero when New Subscriber in Drip
Use this flowFind Contact in Xero when New Subscriber in Drip
Use this flowAdd Note to Invoice in Xero when New Subscriber in Drip
Use this flowAdd Stock Items to Xero when New Subscriber in Drip
Use this flowCreate Bank Transfer in Xero when New Subscriber in Drip
Use this flowSupported Triggers & Actions
Everything you can automate between Drip and Xero.
When this happensTriggers
A trigger is an event that starts a workflow.
New Subscriber
Triggers when a new subscriber is added to Drip.
New Subscriber Tag
Triggers when a new tag is applied to a subscriber.
Remove Subscriber Tag
Triggers when a tag is removed from a subscriber.
New Custom Event
Triggers when a subscriber performs a custom event.
Update Custom Field
Triggers when a subscriber custom field is updated.
Complete Campaign
Triggers when a subscriber completes a campaign.
Do thisActions
Action is the task that follows automatically within your Drip integrations.
Add Tag to Subscriber
Adds a tag to a subscriber.
Remove Tag From Subscriber
Removes a tag from a subscriber.
Subscribe to Campaign
Subscribes someone to a campaign.
Trigger Event
Creates an event for a subscriber (e.g. "Signed up for a trial").
Create or Update Contact
Creates a new contact.
Create Project
Creates a New Project For a Contact
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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AI will build it for you
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 Drip
Drip is a powerful email marketing platform designed to help businesses engage and communicate with their customers effectively. It offers tools for automation, personalization, and analytics to enhance marketing strategies.
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 Drip 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 Drip 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 Drip triggers actions in Xero, and a separate workflow where Xero triggers actions in Drip. 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 Drip and Xero. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Drip 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.
