Connect Guidebook and Xero to Build Intelligent Automations
Choose a Trigger
When this happens...
New Guide
New Attendee(s)
New Menu Item
New Custom List
New Custom List Item(s)
New Session
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
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Guide
Trigger when a new guide is created.
New Attendee(s)
Trigger when a new new attendee is created.
New Menu Item
Trigger when new menu item is created.
New Custom List
Trigger when a new custom list is created.
New Custom List Item(s)
Trigger when a new custom list item(s) created
New Session
Trigger when a new session is created.
Do thisActions
Action is the task that follows automatically within your Guidebook integrations.
Update a Guide
Update an existing guide
Create a Custom List Item
Creates a Custom List Item for your Guide.
Create a Custom List
Creates a custom list on your guide.
Create Menu Item
Menu Items link features in builder and app to guides.
Create Attendees
This endpoint will create an Attendee that is owned by your Account
Connect Item to Main Custom List
Links a Custom List Item to its parent Custom List.
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Frequently Asked Questions
To start, connect both your Guidebook and Xero accounts to viaSocket. Once connected, you can set up a workflow where an event in Guidebook triggers actions in Xero (or vice versa).
Absolutely. You can customize how Guidebook 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 Guidebook 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 Guidebook 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 Guidebook
Guide Book is a comprehensive digital platform that provides tools for creating mobile guides and personalized content delivery, helping organizations engage their audiences effectively.
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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