Connect Signaturit and Xero
Integrate Signaturit with Xero to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create or Update Contact in Xero when Email Delivered via Signaturit
Create Project in Xero when Email Delivered via Signaturit
Create Purchase Order in Xero when Email Delivered via Signaturit
Create New Quote in Xero when Email Delivered via Signaturit
Find a Purchase Order in Xero when Email Delivered via Signaturit
Popular Signaturit + Xero flows
Start from a real workflow other teams are already running.
Choose a trigger
Signaturit
When this happens...
Email Delivered
Email Processed
Document Opened
Document Signed
Document Completed
Dcument Declined
Email Bounced
Email Deferred
Reminder Email Processed
Reminder Email Delivered
Document Downloaded
Certification Completed
Audit Trail Completed
Document Canceled
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 Email Delivered via Signaturit
Use this flowCreate Project in Xero when Email Delivered via Signaturit
Use this flowCreate Purchase Order in Xero when Email Delivered via Signaturit
Use this flowCreate New Quote in Xero when Email Delivered via Signaturit
Use this flowFind a Purchase Order in Xero when Email Delivered via Signaturit
Use this flowFind Invoice in Xero when Email Delivered via Signaturit
Use this flowFind Contact in Xero when Email Delivered via Signaturit
Use this flowAdd Note to Invoice in Xero when Email Delivered via Signaturit
Use this flowAdd Stock Items to Xero when Email Delivered via Signaturit
Use this flowCreate Bank Transfer in Xero when Email Delivered via Signaturit
Use this flowSupported Triggers & Actions
Everything you can automate between Signaturit and Xero.
When this happensTriggers
A trigger is an event that starts a workflow.
Email Delivered
Triggers when an email has been delivered.
Email Processed
Triggers when an email has been processed.
Document Opened
Triggers when a document has been opened.
Document Signed
Triggers when a document has been signed.
Document Completed
Triggers when a document has been completed.
Dcument Declined
Triggers when an document has been declined.
Do thisActions
Action is the task that follows automatically within your Signaturit integrations.
Update contact
Updates a contact.
Delete Contact
Delete a current contact.
Create Group
Creates a new group.
Rename Group
Rename a group.
Delete Group
This action deletes a group.
Get groups
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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About Signaturit
Signaturit is a leading platform for electronic signature solutions, enabling businesses to securely sign documents online. It provides a seamless way to manage and authenticate digital signatures, ensuring legal compliance.
Learn more
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 Signaturit 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 Signaturit 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 Signaturit triggers actions in Xero, and a separate workflow where Xero triggers actions in Signaturit. 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 Signaturit and Xero. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Signaturit 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.
