Connect SurveyMars and Xero
Integrate SurveyMars with Xero to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact Group in SurveyMars when New Contact in Xero
Create Survey From Template in SurveyMars when New Contact in Xero
Create Survey with AI in SurveyMars when New Contact in Xero
Get AI-Created Survey Details from SurveyMars when New Contact in Xero
Find Surveys in SurveyMars when New Contact in Xero
Popular SurveyMars + Xero flows
Start from a real workflow other teams are already running.
Choose a trigger
SurveyMars
When this happens...
When a new survey response is submitted
When a new survey is created
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 Contact Group in SurveyMars when New Contact in Xero
Use this flowCreate Survey From Template in SurveyMars when New Contact in Xero
Use this flowCreate Survey with AI in SurveyMars when New Contact in Xero
Use this flowGet AI-Created Survey Details from SurveyMars when New Contact in Xero
Use this flowFind Surveys in SurveyMars when New Contact in Xero
Use this flowList Users from SurveyMars when New Contact in Xero
Use this flowCreate Contact in SurveyMars when New Contact in Xero
Use this flowPause Survey in SurveyMars when New Contact in Xero
Use this flowPublish Survey on SurveyMars when New Contact in Xero
Use this flowCreate Contact Group in SurveyMars when New Quote in Xero
Use this flowSupported Triggers & Actions
Everything you can automate between SurveyMars and Xero.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new survey response is submitted
Runs the workflow automatically whenever a new response is submitted to a survey.
When a new survey is created
Runs the workflow automatically whenever a new survey is created in the 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
Do thisActions
Action is the task that follows automatically within your SurveyMars integrations.
Create Contact Group
Create one or more contact groups by name, optionally assigning a parent group.
Create Survey From Template
Create a new survey from an existing template.
Create Survey with AI
Use AI to generate a ready-to-use survey from a title, purpose, language, number of questions, and survey type.
Get AI-Created Survey Details
Get details for a specific AI-created survey.
Find Surveys
Find surveys using filters, sorting, and pagination.
List Users
List all users in SurveyMars.
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.
Learn More About Automation
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About SurveyMars
SurveyMars is a comprehensive platform designed to create, distribute, and analyze surveys with ease. It offers robust tools for gathering insights and feedback, making it ideal for businesses, educators, and researchers.
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 moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your SurveyMars 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 SurveyMars 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 SurveyMars triggers actions in Xero, and a separate workflow where Xero triggers actions in SurveyMars. 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 SurveyMars and Xero. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire SurveyMars 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.
