Connect Flodesk and Xero to Build Intelligent Automations
Choose a Trigger
When this happens...
A new subscriber created
A new subscriber added to specific segment
Subscriber Unsubscribed
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 Flodesk and Xero automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
A new subscriber created
Triggers when a new subscriber is created.
A new subscriber added to specific segment
Trigger when a new subscriber added to a segment.
Subscriber Unsubscribed
Triggers when a subscriber is unsubscribed.
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
Do thisActions
Action is the task that follows automatically within your Flodesk integrations.
Remove the subscriber from segments
Remove subscriber from a specific segments.
Add the subscriber to segments
Add an subscriber to the specific segments.
Find a subscriber
Find a subscriber by its email address or id.
Unsubscribe Subscriber
Unsubscribe a subscriber.
Create/Update Subscriber
Creates a new subscriber or updates an existing one.
List all subscribers
Retrieve all the details of subscribers.
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Frequently Asked Questions
To start, connect both your Flodesk and Xero accounts to viaSocket. Once connected, you can set up a workflow where an event in Flodesk triggers actions in Xero (or vice versa).
Absolutely. You can customize how Flodesk 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 Flodesk 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 Flodesk 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 Flodesk
Flowdesk is a comprehensive platform designed to streamline operations and enhance productivity for businesses. It offers a suite of tools for project management, workflow automation, and team collaboration, helping organizations to efficiently manage projects and tasks.
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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