Connect Membrain and Xero
Integrate Membrain with Xero to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Membrain + Xero flows
Start from a real workflow other teams are already running.
Choose a trigger
Membrain
When this happens...
New Activity Created
New Sales Project Created
Contact Is Updated
Company Is Updated
Opportunity Is Updated
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
Create Company in Membrain when New Contact in Xero
Use this flowCreate Contact in Membrain when New Contact in Xero
Use this flowCreate Prospect in Membrain when New Contact in Xero
Use this flowCreate Activity in Membrain when New Contact in Xero
Use this flowCreate Sales Opportunity in Membrain when New Contact in Xero
Use this flowCreate Company in Membrain when New Quote in Xero
Use this flowCreate Contact in Membrain when New Quote in Xero
Use this flowCreate Prospect in Membrain when New Quote in Xero
Use this flowCreate Activity in Membrain when New Quote in Xero
Use this flowCreate Sales Opportunity in Membrain when New Quote in Xero
Use this flowSupported Triggers & Actions
Everything you can automate between Membrain and Xero.
When this happensTriggers
A trigger is an event that starts a workflow.
New Activity Created
Runs when new activity is created in Membrain.
New Sales Project Created
Runs when a new sales project is created.
Contact Is Updated
Runs when contact is updated
Company Is Updated
Runs when company is updated
Opportunity Is Updated
Runs when Opportunity Is Updated
New Contact
Triggers when you add a new contact
Do thisActions
Action is the task that follows automatically within your Membrain integrations.
Create Company
Creates a new company in Membrain.
Create Contact
Add a new contact in Membrain with the details you provide.
Create Prospect
Creates a new prospect in Membrain.
Create Activity
Creates a new activity (appointment, task, note, or call) in Membrain and links it to the selected people or company.
Create Sales Opportunity
Creates a new sales opportunity in Membrain, links it to a company and sales process, assigns an owner, and sets optional details like value, dates, and custom fields.
Create or Update Contact
Creates a new contact.
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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About Membrain
Membrain's software and services make it easy for sales teams to execute a sales strategy to consistently reach sales targets.
Learn more
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.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Membrain 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 Membrain 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 Membrain triggers actions in Xero, and a separate workflow where Xero triggers actions in Membrain. 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 Membrain and Xero. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Membrain 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.
