
When this happens...

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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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when you add a new contact
Triggers when a new quote is created
Triggers When A New Credit Note Is Created
Triggers when a new purchase order is created
Triggers When You Add A New Bill
Triggers When A New Bank Transaction Is Created
Action is the task that follows automatically within your Floworg AI integrations.
Add tag by name to specific user
Add a tag to a specific user
Broadcast sub flow by user ns list
Clears the user variable field value
Clears the user variable field value by name
Create a bot field or user field

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To start, connect both your Floworg AI and Xero accounts to viaSocket. Once connected, you can set up a workflow where an event in Floworg AI triggers actions in Xero (or vice versa).
Absolutely. You can customize how Floworg AI 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 Floworg AI 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 Floworg AI 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.
Floworg AI is an advanced AI-driven platform designed to streamline and enhance organizational workflows. By leveraging cutting-edge artificial intelligence, Floworg AI helps businesses automate routine tasks, optimize processes, and improve overall efficiency. Whether you're managing projects, coordinating teams, or handling complex data, Floworg AI provides the tools you need to stay ahead in a competitive market.
Learn MoreXero 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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