Connect Groove and Xero to Build Intelligent Automations
Choose a Trigger
When this happens...
Ticket Closed
Ticket Tagged
Ticket Priority Changed
Ticket Started
Ticket Opened
Ticket Moved
Ticket Assigned
Note Added
Customer Replied
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 Groove and Xero automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Ticket Closed
Triggers when a ticket is closed
Ticket Tagged
Triggers when a ticket is tagged
Ticket Priority Changed
Triggers when a ticket's priority is change
Ticket Started
Triggers when a new ticket is created.
Ticket Opened
Triggers when a ticket is opened.
Ticket Moved
Triggers when a ticket is moved to a different mailbox.
Do thisActions
Action is the task that follows automatically within your Groove integrations.
Create New
Starts a new ticket for your customer
Change Ticket State
Changes the state of a ticket, e.g. from "opened" to "closed".
Reopen Ticket
Changes the state of a ticket to "opened".
Close Ticket
Changes the state of a ticket to "closed
Change Assigned Agent
Assigns an agent to a ticket.
Create a Contact
Creates a new contact.
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Frequently Asked Questions
To start, connect both your Groove and Xero accounts to viaSocket. Once connected, you can set up a workflow where an event in Groove triggers actions in Xero (or vice versa).
Absolutely. You can customize how Groove 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 Groove 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 Groove 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 Groove
Groove is a customer service platform designed to help businesses manage their customer support tickets, streamline communication, and improve overall customer satisfaction.
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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