Connect Klipfolio and Xero
Integrate Klipfolio with Xero to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Klipfolio + Xero flows
Start from a real workflow other teams are already running.
Choose a trigger
Klipfolio
When this happens...
- Request a new Trigger for Klipfolio
Choose an action
Xero
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
Add User to Group in Klipfolio when New Contact in Xero
Use this flowDelete User from Group in Klipfolio when New Contact in Xero
Use this flowReset Password operation in Klipfolio when New Contact in Xero
Use this flowResend Invitation in Klipfolio when New Contact in Xero
Use this flowCreate/Update User Properties in Klipfolio when New Contact in Xero
Use this flowDelete User Properties in Klipfolio when New Contact in Xero
Use this flowAssign User to Role in Klipfolio when New Contact in Xero
Use this flowRemove User from Role in Klipfolio when New Contact in Xero
Use this flowDelete User Tab Instance in Klipfolio when New Contact in Xero
Use this flowAdd a user to the role in Klipfolio when New Contact in Xero
Use this flowSupported Triggers & Actions
Everything you can automate between Klipfolio and Xero.
When this happensTriggers
A trigger is an event that starts a workflow.
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
Do thisActions
Action is the task that follows automatically within your Klipfolio integrations.
Add User to Group
Add a specified user to one group at a time.
Delete User from Group
Delete a specified user from specified groups.
Reset Password operation
Resend the invitation email to a new user.
Resend Invitation
Resend the invitation email to a new user.
Create/Update User Properties
Create/Update User Properties .
Delete User Properties
Delete User Properties.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Klipfolio
Klipfolio makes it easy and affordable to build and share real-time dashboards. We connect to 400+ data sources and have 100+ pre-built visualizations to help you get started in minutes. Combine data from multiple data sources into a single visualization to build the metrics you need to run your business.
Learn moreSimilar apps
About 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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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Klipfolio and Xero accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Klipfolio and Xero as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Xero. No coding required.
Yes. You can set up a workflow where Klipfolio triggers actions in Xero, and a separate workflow where Xero triggers actions in Klipfolio. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Klipfolio and Xero. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Klipfolio and Xero integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
