Connect Elastic Email and Xero
Integrate Elastic Email with Xero to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Project in Xero when Add Contact to Specified List in Elastic Email
Create Purchase Order in Xero when Add Contact to Specified List in Elastic Email
Create New Quote in Xero when Add Contact to Specified List in Elastic Email
Find a Purchase Order in Xero when Add Contact to Specified List in Elastic Email
Find Invoice in Xero when Add Contact to Specified List in Elastic Email
Popular Elastic Email + Xero flows
Start from a real workflow other teams are already running.
Choose a trigger
Elastic Email
When this happens...
Add Contact to Specified List
Campaign Sent
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 Project in Xero when Add Contact to Specified List in Elastic Email
Use this flowCreate Purchase Order in Xero when Add Contact to Specified List in Elastic Email
Use this flowCreate New Quote in Xero when Add Contact to Specified List in Elastic Email
Use this flowFind a Purchase Order in Xero when Add Contact to Specified List in Elastic Email
Use this flowFind Invoice in Xero when Add Contact to Specified List in Elastic Email
Use this flowFind Contact in Xero when Add Contact to Specified List in Elastic Email
Use this flowAdd Note to Invoice in Xero when Add Contact to Specified List in Elastic Email
Use this flowAdd Stock Items to Xero when Add Contact to Specified List in Elastic Email
Use this flowCreate Bank Transfer in Xero when Add Contact to Specified List in Elastic Email
Use this flowGet Balance Sheet from Xero when Add Contact to Specified List in Elastic Email
Use this flowSupported Triggers & Actions
Everything you can automate between Elastic Email and Xero.
When this happensTriggers
A trigger is an event that starts a workflow.
Add Contact to Specified List
Runs when new contact is 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.
List Campaigns
List all campaigns or get a campaign by name.
Get a Contact
Get a contact details by email.
Get All Contacts
Retrieve all existing contacts.
Create or Update Template
Create or update an email template by name.
Get All Templates
Get all email templates.
Unsubscribe Contacts
Mark one or more contacts as unsubscribed.
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 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.
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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 Elastic Email 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 Elastic Email 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 Elastic Email triggers actions in Xero, and a separate workflow where Xero triggers actions in Elastic Email. 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 Elastic Email and Xero. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Elastic Email 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.
