Connect Routee and Xero to Build Intelligent Automations
Choose a Trigger
When this happens...
New contact added
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 Routee and Xero automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New contact added
Start a workflow for each contact added to your Routee 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
New Purchase Order
Triggers when a new purchase order is created
New Bill
Triggers When You Add A New Bill
Do thisActions
Action is the task that follows automatically within your Routee integrations.
List all Contacts
Retrieve all the contacts of the account.
Create contact
Create a new contact with name, mobile number, country code, and optional VIP flag.
Send an SMS
Send a text message to the specified phone number.
Create a 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
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Frequently Asked Questions
To start, connect both your Routee and Xero accounts to viaSocket. Once connected, you can set up a workflow where an event in Routee triggers actions in Xero (or vice versa).
Absolutely. You can customize how Routee 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 Routee 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 Routee 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 Routee
Routee is a platform that provides users with SMS sending functionality, enhancing communication between businesses and individuals.
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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