Connect Microsoft Outlook and Xero
Integrate Microsoft Outlook with Xero to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create or Update Contact in Xero when When a new contact is created in Microsoft Outlook
Create Project in Xero when When a new contact is created in Microsoft Outlook
Create Purchase Order in Xero when When a new contact is created in Microsoft Outlook
Create New Quote in Xero when When a new contact is created in Microsoft Outlook
Find a Purchase Order in Xero when When a new contact is created in Microsoft Outlook
Popular Microsoft Outlook + Xero flows
Start from a real workflow other teams are already running.
Choose a trigger
Microsoft Outlook
When this happens...
When a new contact is created
When a new email is received
New Calendar Event Created
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 or Update Contact in Xero when When a new contact is created in Microsoft Outlook
Use this flowCreate Project in Xero when When a new contact is created in Microsoft Outlook
Use this flowCreate Purchase Order in Xero when When a new contact is created in Microsoft Outlook
Use this flowCreate New Quote in Xero when When a new contact is created in Microsoft Outlook
Use this flowFind a Purchase Order in Xero when When a new contact is created in Microsoft Outlook
Use this flowFind Invoice in Xero when When a new contact is created in Microsoft Outlook
Use this flowFind Contact in Xero when When a new contact is created in Microsoft Outlook
Use this flowAdd Note to Invoice in Xero when When a new contact is created in Microsoft Outlook
Use this flowAdd Stock Items to Xero when When a new contact is created in Microsoft Outlook
Use this flowCreate Bank Transfer in Xero when When a new contact is created in Microsoft Outlook
Use this flowSupported Triggers & Actions
Everything you can automate between Microsoft Outlook and Xero.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new contact is created
Runs the workflow automatically whenever a new contact is created in the account or in the selected contact folder.
When a new email is received
Runs the workflow automatically whenever a new email is received in the account.
New Calendar Event Created
Runs the workflow automatically whenever a new calendar event is created in the connected account.
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
Do thisActions
Action is the task that follows automatically within your Microsoft Outlook integrations.
Create Contact
Fix folder dropdown pagination/search globals, tighten email validation, remove whereClause, update help text
Create Draft Email
Create a draft email with subject, body, and recipients (To, CC, BCC); auto-detect HTML or plain-text body and accept comma- or semicolon-separated recipient lists.
Create Calendar Event
Create a calendar event with title, date/time (or all-day), timezone, attendees, location, description, and optional reminders.
Cancel Calendar Event
Remove an event from your Outlook calendar.
Send Email
Send an email from your Outlook account, including importance level and optional custom headers.
Update Contact
Apply review fixes to Update Contact: add record selector label, update fields placeholder, conditionally show additional details group, and refactor folder/contact dropdowns to reusable components.
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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Learn how to automate Microsoft Outlook and Xero workflows.
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About Microsoft Outlook
Microsoft Outlook is an email service developed by Microsoft, primarily used for managing emails, calendars, tasks, and contacts. It integrates seamlessly with other Microsoft services and offers various features like email sorting, search functionality, and connection to various third-party apps
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 Microsoft Outlook 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 Microsoft Outlook 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 Microsoft Outlook triggers actions in Xero, and a separate workflow where Xero triggers actions in Microsoft Outlook. 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 Microsoft Outlook and Xero. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Microsoft Outlook 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.
