Connect Recras and Xero
Integrate Recras with Xero to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create or Update Contact in Xero when New Booking Created in Recras
Create Project in Xero when New Booking Created in Recras
Create Purchase Order in Xero when New Booking Created in Recras
Create New Quote in Xero when New Booking Created in Recras
Find a Purchase Order in Xero when New Booking Created in Recras
Popular Recras + Xero flows
Start from a real workflow other teams are already running.
Choose a trigger
Recras
When this happens...
New Booking Created
New Contact
Invoice Sent
New Start Moment
New Attachment
New Company
Update Payment Method
Booking Updated
New BookProcess
Update BookProcess
New Contact Form
Update Contact Form
New Customer
Update Customer
New Discount Code
Update Discount Code
New Qualification
Update Qualification
New Location
Update Location
New Material
Update Material
New PdfTemplate
Update PdfTemplate
New ProductGroup
Update ProductGroup
New Standard Attachment
Update Standard Attachment
New Start Moment Group
Update Start Moment Group
New Status reminder
New Voucher
New VoucherTemplate
Update VoucherTemplate
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 New Booking Created in Recras
Use this flowCreate Project in Xero when New Booking Created in Recras
Use this flowCreate Purchase Order in Xero when New Booking Created in Recras
Use this flowCreate New Quote in Xero when New Booking Created in Recras
Use this flowFind a Purchase Order in Xero when New Booking Created in Recras
Use this flowFind Invoice in Xero when New Booking Created in Recras
Use this flowFind Contact in Xero when New Booking Created in Recras
Use this flowAdd Note to Invoice in Xero when New Booking Created in Recras
Use this flowAdd Stock Items to Xero when New Booking Created in Recras
Use this flowCreate Bank Transfer in Xero when New Booking Created in Recras
Use this flowSupported Triggers & Actions
Everything you can automate between Recras and Xero.
When this happensTriggers
A trigger is an event that starts a workflow.
New Booking Created
Runs when a new booking is created in Recras.
New Contact
Triggers when a new contact is created.
Invoice Sent
Triggers when an invoice is (marked as) sent.
New Start Moment
Triggers when a new start moment is created.
New Attachment
Triggers when a new attachment is created.
New Company
Triggers when a new company is created.
Do thisActions
Action is the task that follows automatically within your Recras integrations.
Create Start moment
Creates a start moment in recras.
Update Start moment
Updates a start moment in recras.
Find Customer
Find a customer using their ID.
Create or Update Contact
Creates a new contact.
Create Project
Creates a New Project For a Contact
Create Purchase Order
Creates A New Purchase Order For A 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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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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Similar apps
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 Recras 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 Recras 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 Recras triggers actions in Xero, and a separate workflow where Xero triggers actions in Recras. 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 Recras and Xero. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Recras 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.
