Connect JustCall and Xero to Build Intelligent Automations
Choose a Trigger
When this happens...
Call Updated
Incoming Call
Call Ended
New Text Sent/Received
Call Completed
Call Answered
SMS Sent
Missed Call
Call Initiated
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 JustCall and Xero automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Call Updated
Triggers when you add/update notes for a particular call.
Incoming Call
Triggers for a new incoming call.
Call Ended
Triggers when a call is ended.
New Text Sent/Received
Triggers when a new text is sent or received.
Call Completed
Triggers when a call
Call Answered
Triggers when a call answered
Do thisActions
Action is the task that follows automatically within your JustCall integrations.
Create a Contact
Create a new Contact.
Find a Contact
Find a Contact by contact id, phone or email
Check for Text Replies
Check weather you have received a reply from a number.
Update a Contact
Update a contact in JustCall.
Add a Contact to Sales Dialer Campaign
Add a contact to an existing Sales Dialer Campaign.
Delete a Contact From Sales Dialer Campaign
Delete a contact from an existing Sales Dailer Campaign.
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Frequently Asked Questions
To start, connect both your JustCall and Xero accounts to viaSocket. Once connected, you can set up a workflow where an event in JustCall triggers actions in Xero (or vice versa).
Absolutely. You can customize how JustCall 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 JustCall 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 JustCall 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 JustCall
JustCall is a cloud-based phone system designed for businesses to manage customer communication through features like call forwarding, SMS, and IVR. It integrates with various CRM platforms, supporting remote teams and enhancing productivity.
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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