Connect Freelo and Xero to Build Intelligent Automations
Choose a Trigger
When this happens...
New Task Created
Project Created
Work Report Updated
Comment Updated
Task Updated
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 Freelo and Xero automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Task Created
Triggered when a new task is created in a project.
Project Created
Triggered when a project is created.
Work Report Updated
Triggered when a work report is updated.
Comment Updated
Triggered when a comment is updated.
Task Updated
Triggered when a task is updated.
New Contact
Triggers when you add a new contact
Do thisActions
Action is the task that follows automatically within your Freelo integrations.
Create Project
Creates a new project in Freelo.
List Invited Projects
Get all Invited Projects in Freelo.
Archive Project
Archive a project in Freelo.
Activate Project
Activate a existing project in Freelo.
Delete Project
Delete an existing project in Freelo.
List Archived Projects
Get Archived Projects in Freelo.
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Frequently Asked Questions
To start, connect both your Freelo and Xero accounts to viaSocket. Once connected, you can set up a workflow where an event in Freelo triggers actions in Xero (or vice versa).
Absolutely. You can customize how Freelo 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 Freelo 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 Freelo 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 Freelo
Freelo is a comprehensive project management and team collaboration tool designed to streamline workflows, enhance productivity, and facilitate seamless communication among team members. It offers features such as task management, time tracking, file sharing, and project planning, making it an ideal solution for businesses and teams looking to improve their project execution and collaboration efforts.
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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