Connect Elastic Email and Xero to Build Intelligent Automations
Choose a Trigger
When this happens...
Contact Added
Campaign Sent
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.
Contact Added
Trigger when a new contact added to specified list.
Campaign Sent
Triggers when a campaign is created.
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 Elastic Email integrations.
Get a Campaign
Get an existing campaign details
Get a Contact
Get a contact details by email.
Get all Contacts
Get all the existing contacts
Create a New Template
Create a new email template.
Get all Templates
Get all existing templates
Unsubscribe a Contact
Update a contact status to unsubscribed.
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Frequently Asked Questions
To start, connect both your Elastic Email and Xero accounts to viaSocket. Once connected, you can set up a workflow where an event in Elastic Email triggers actions in Xero (or vice versa).
Absolutely. You can customize how Elastic Email 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 Elastic Email 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 Elastic Email 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 Elastic Email
Elastic Email is a robust email marketing platform and SMTP relay service that caters to businesses and developers. It provides a suite of tools and services designed to facilitate email marketing campaigns, transactional emails, and email automation. The platform offers features like email template creation, contact list management, analytics, detailed reporting, and email API functionality.
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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