Connect RouteLogic and Xero to Build Intelligent Automations
Choose a Trigger
When this happens...
New Task
Task Updated
Task Deleted
Sending Notifications
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
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Task
Triggers when a new task is created.
Task Updated
Triggers when a task is updated.
Task Deleted
Trigger's when a task is deleted.
Sending Notifications
Triggers when a new notifications is sent.
New Contact
Triggers when you add a new contact
New Quote
Triggers when a new quote is created
Do thisActions
Action is the task that follows automatically within your RouteLogic integrations.
Create Products Task
Create a new product task.
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
Create New Quote
Creates a New Quote
Find a Purchase Order
Find a Purchase Order By Order Number Or Order ID
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Frequently Asked Questions
To start, connect both your RouteLogic and Xero accounts to viaSocket. Once connected, you can set up a workflow where an event in RouteLogic triggers actions in Xero (or vice versa).
Absolutely. You can customize how RouteLogic 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 RouteLogic 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 RouteLogic 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 RouteLogic
Routelogic is a comprehensive route optimization and logistics management platform designed to streamline transportation operations. It offers advanced tools for planning, scheduling, and optimizing delivery routes, ensuring efficient and cost-effective logistics solutions for businesses.
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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