Connect LoopedIn and Xero to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for LoopedIn
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 LoopedIn and Xero automations
Explore more automations built by businesses and experts
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Actions and Triggers
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 LoopedIn integrations.
Create Idea
Creates a new idea in LoopedIn.
Update Idea
Updates an existing idea in LoopedIn.
Create Roadmap Card
Creates a new Roadmap Card in LoopedIn.
Update Roadmap Card
Updates an existing Roadmap Card in LoopedIn.
Delete Idea
Deletes an existing idea in LoopedIn.
Delete Roadmap Card
Delete an existing Roadmap Card in LoopedIn.
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Frequently Asked Questions
To start, connect both your LoopedIn and Xero accounts to viaSocket. Once connected, you can set up a workflow where an event in LoopedIn triggers actions in Xero (or vice versa).
Absolutely. You can customize how LoopedIn 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 LoopedIn 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 LoopedIn 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 LoopedIn
LoopedIn is a versatile platform designed to enhance team collaboration and project management. It offers a suite of tools to streamline communication, task management, and project tracking, making it ideal for teams looking to improve productivity and efficiency.
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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