Connect fulcrum and Xero to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for fulcrum
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
Enable Integrations or automations with these events of fulcrum and Xero
Enable Integrations or automations with these events of fulcrum and Xero
Triggers
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
New Bank Transaction
Triggers When A New Bank Transaction Is Created
Actions
Create a Contact
Creates a new contact.
Create Project
Creates a New Project For a Contact
Create Purchase Order
Creates A New Purchase Order For A Contact
Create New Quote
Creates a New Quote
Find a Purchase Order
Find a Purchase Order By Order Number Or Order ID
Find Invoice
Finds An Invoice By Number Or Reference
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Frequently Asked Questions
To start, connect both your fulcrum and Xero accounts to viaSocket. Once connected, you can set up a workflow where an event in fulcrum triggers actions in Xero (or vice versa).
Absolutely. You can customize how fulcrum 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 fulcrum 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 fulcrum 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 fulcrum
Fulcrum is a mobile data collection tool that allows users to easily design custom forms and quickly conduct field data collection on Android and iOS. Fulcrum works in connected and disconnected environments.
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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