Connect OneDrive and Xero to Build Intelligent Automations
Choose a Trigger
When this happens...
New File
New Folder
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 OneDrive and Xero automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New File
Triggers when a new file is added.
New Folder
Trigger when new folder is added.
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
Do thisActions
Action is the task that follows automatically within your OneDrive integrations.
Create a Folder
Creates a folder.
Create New Text File
Creates a new text file with a plain text content.
Find File
Find a file by name
Find Folder
Finds a folder by name
Create a Contact
Creates a new contact.
Create Project
Creates a New Project For a Contact
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Frequently Asked Questions
To start, connect both your OneDrive and Xero accounts to viaSocket. Once connected, you can set up a workflow where an event in OneDrive triggers actions in Xero (or vice versa).
Absolutely. You can customize how OneDrive 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 OneDrive 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 OneDrive 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 OneDrive
Microsoft OneDrive is a file hosting service operated by Microsoft. First released in August 2007, it allows registered users to store, share and sync their files. OneDrive also works as the storage backend of the web version of Microsoft 365 / Office.
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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