Connect Togile and Xero
Integrate Togile with Xero to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Togile + Xero flows
Start from a real workflow other teams are already running.
Choose a trigger
Togile
When this happens...
New Lead
New Contact
Edit Lead
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 lead in Togile when New Contact in Xero
Use this flowCreate Company in Togile when New Contact in Xero
Use this flowCreate Contact in Togile when New Contact in Xero
Use this flowUpdate Lead in Togile when New Contact in Xero
Use this flowGet Products and Services By Name from Togile when New Contact in Xero
Use this flowCreate User in Togile when New Contact in Xero
Use this flowCreate New Task in Togile when New Contact in Xero
Use this flowCreate lead in Togile when New Quote in Xero
Use this flowCreate Company in Togile when New Quote in Xero
Use this flowCreate Contact in Togile when New Quote in Xero
Use this flowSupported Triggers & Actions
Everything you can automate between Togile and Xero.
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead
Receives a new lead from Togile CRM via webhook and passes the lead details into the workflow.
New Contact
Triggers when a contact is added in Togile and returns the contact details.
Edit Lead
Update an existing lead's details in Togile CRM.
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
Do thisActions
Action is the task that follows automatically within your Togile integrations.
Create lead
Create a new lead from contact details with optional email, phone, source, and custom fields.
Create Company
Creates a new company in Togile CRM.
Create Contact
Creates a new contact in Togile with the provided name, email, phone, and optional company, title, owner, source, and custom fields.
Update Lead
Updates an existing lead's details in Togile, including name, email, phone, source, pipeline, owner, and custom fields.
Get Products and Services By Name
Finds products and services that match the provided name.
Create User
Adds a new user to the Togile workspace with specified name, email, role, and optional project assignments.
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.
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About Togile
Togile is a comprehensive project management platform designed to streamline workflows and enhance team collaboration. With its intuitive interface, Togile helps teams plan, execute, and track projects efficiently, ensuring timely delivery and improved productivity.
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 Togile 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 Togile 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 Togile triggers actions in Xero, and a separate workflow where Xero triggers actions in Togile . 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 Togile and Xero. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Togile 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.
