Connect Phrase and Xero
Integrate Phrase with Xero to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Phrase + Xero flows
Start from a real workflow other teams are already running.
Choose a trigger
Phrase
When this happens...
Job Created
Job Started
Job Completed
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 Job Created in Phrase
Use this flowCreate Project in Xero when Job Created in Phrase
Use this flowCreate Purchase Order in Xero when Job Created in Phrase
Use this flowCreate New Quote in Xero when Job Created in Phrase
Use this flowFind a Purchase Order in Xero when Job Created in Phrase
Use this flowFind Invoice in Xero when Job Created in Phrase
Use this flowFind Contact in Xero when Job Created in Phrase
Use this flowAdd Note to Invoice in Xero when Job Created in Phrase
Use this flowAdd Stock Items to Xero when Job Created in Phrase
Use this flowCreate Bank Transfer in Xero when Job Created in Phrase
Use this flowSupported Triggers & Actions
Everything you can automate between Phrase and Xero.
When this happensTriggers
A trigger is an event that starts a workflow.
Job Created
Triggers when a Phrase Job has been created, but not yet started.
Job Started
Triggers when a Phrase Job is marked as in-progress.
Job Completed
Triggers when a Phrase Job has been marked as completed.
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 Phrase integrations.
Start a Job
Starts an existing job that is in draft state.
Complete a Job
Completed a job that is in the 'in_progress' state.
Delete a Job
Delete's a job from phrase.
Create a Job Comment
Creates a new comment in the specified job.
Delete a Job Comment
This action will delete a comment from the specified job.
Update a Job Comment
This action updates a comment to a specific job.
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 Phrase
Phrase is a comprehensive localization management platform that streamlines the translation and localization process for businesses, enabling them to reach global audiences effectively.
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.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Phrase 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 Phrase 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 Phrase triggers actions in Xero, and a separate workflow where Xero triggers actions in Phrase. 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 Phrase and Xero. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Phrase 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.
