Connect Facebook Messenger and Xero to Build Intelligent Automations
Choose a Trigger
When this happens...
New Message from Page
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
Ready to use Facebook Messenger and Xero automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Message from Page
Runs when a user sends a new message to your Facebook Page on Messenger.
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
New Bill
Triggers When You Add A New Bill
Do thisActions
Action is the task that follows automatically within your Facebook Messenger integrations.
Send Message from Page
Sends a message to a user from a page.
Send Receipt Template
The receipt template allows you to send an order confirmation as a structured message.The template may include an order summary, payment details, and shipping information.
Set Messenger Welcome Screen
Dropdown to choose which Messenger Profile property/properties to set (get_started, greeting, or both).
Set Ice Breakers
Ice Breakers provide a way for users to start a conversation with a business with a list of frequently asked questions.
Set Persistent Menu
The Persistent Menu allows you to create and send a menu of the main features of your business.
Set Sender Actions
Set Sender Actions, display your actions in a conversation to let message recipients know that you have seen and are processing their message.
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Frequently Asked Questions
To start, connect both your Facebook Messenger and Xero accounts to viaSocket. Once connected, you can set up a workflow where an event in Facebook Messenger triggers actions in Xero (or vice versa).
Absolutely. You can customize how Facebook Messenger 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 Facebook Messenger 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 Facebook Messenger 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 Facebook Messenger
Facebook Messenger is a popular communication platform that allows users to send messages, make voice and video calls, and share multimedia content with friends and family. It is integrated with Facebook, providing seamless connectivity and interaction with your social network.
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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