Connect Klaviyo and Xero to Build Intelligent Automations
Choose a Trigger
When this happens...
New Profile
Choose an Action
Automatically do this!
Create or Update 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 Klaviyo and Xero automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Profile
Trigger when new profile is created.
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
Do thisActions
Action is the task that follows automatically within your Klaviyo integrations.
Get all Accounts
Get an existing account details
Find Profile
Get a existing profile details by its Phone number.
Create Profile
Create a new profile
Create List
Create a new list
Add Profile to a List
Adds an existing profile to a list
Remove Profile from List
Removes a profile from the list.
Know More About Klaviyo and Xero Integrations
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How to Automate Xero
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Supercharge Your Invoicing with viaSocket
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Reducing Common Xero Mistakes: viaSocket Automations to Eliminate Reconciliation Errors
Frequently Asked Questions
To start, connect both your Klaviyo and Xero accounts to viaSocket. Once connected, you can set up a workflow where an event in Klaviyo triggers actions in Xero (or vice versa).
Absolutely. You can customize how Klaviyo 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 Klaviyo 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 Klaviyo 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 Klaviyo
Klaviyo is a powerful email and SMS marketing automation platform designed to help businesses grow by leveraging data-driven marketing strategies. It enables users to create personalized and targeted campaigns, track customer behavior, and analyze performance metrics to optimize marketing 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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