Connect SmartRoutes and Xero to Build Intelligent Automations
Choose a Trigger
When this happens...
New Order Created
Choose an Action
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
Ready to use SmartRoutes and Xero automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Order Created
Triggers when a new order is created.
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 SmartRoutes integrations.
Create a Order
Creates a new order.
Get Customer by ID
Here you will get costumer details.
Update Customer by ID
Can update customer details.
Get All Vehicles
Here you will get all vehicle details.
Delete Orders by Order Number
The order will be deleted by providing order id.
Get Orders
To get all orders.
Know More About Smartroutes and Xero Integrations
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Frequently Asked Questions
To start, connect both your SmartRoutes and Xero accounts to viaSocket. Once connected, you can set up a workflow where an event in SmartRoutes triggers actions in Xero (or vice versa).
Absolutely. You can customize how SmartRoutes 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 SmartRoutes 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 SmartRoutes 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 SmartRoutes
SmartRoutes is a comprehensive route optimization and delivery management platform designed to streamline logistics operations for businesses. It offers features such as route planning, real-time tracking, and delivery analytics to enhance efficiency and customer satisfaction.
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 More
