Upkeep + Xero

Connect Upkeep and Xero to Build Intelligent Automations

Choose a Trigger

When this happens...

Request a new Trigger for Upkeep

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

Ready to use Upkeep and Xero automations

Explore more automations built by businesses and experts

Automate Instagram Comment Replies with Smart DMs

When

Instagram for Business

Instant Trigger

getRandomCommentReplyFunction

cmntp4d3SwSR

- text is ai
  ReplytoComment
  Send a Private Reply
  Add Step
- Is guide comment
  ReplytoComment Guide
  Send a Private Reply Guide
  Add Step
- multi keyword match
  cmntdqJzLMYS
  ReplytoCommentMultiKeyword
  Add Step

Continue from here

View Template

Automate Social Media Post Creation and Scheduling Across Multiple Platforms

When

Google Sheets

Runs Every 15 Minutes

- Instagram
  Instagram Caption
  Generate Image
  Publish Photo with Tagging
  Add Step
- Youtube
  Youtube Video Script
  Youtube Description Video
  Create an Avatar Video
  Delay
  Retrieve Shareable Link for a Video1
  Upload Video
  Add Step
- Twitter
  Twitter Tweet
  Post a Tweet
  Add Step
- Linkedin
  Linkedin Article
  Create a linkedin Article or URL post
  Add Step

Continue from here

cmnt9r1ZY8HG

View Template

Automate Instagram DM Replies, Reactions, and Team Alerts

When

Instagram for Business

Instant Trigger

convertTimestampToIST_Message_Time

Give Prompt and Get Structured Response

- has response
  SendDMMessage
  Add Step
- Notify team
  SendMail
  Add Step
- has react
  SendDMMessage React
  Add Step

Continue from here

View Template

Actions and Triggers

When this happensTriggers
A trigger is an event that starts a workflow.

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

New Bank Transaction

Triggers When A New Bank Transaction Is Created

Do thisActions
Action is the task that follows automatically within your Upkeep integrations.

Get All Users

Get details of all existing users

List Users

List all users for your account.

List Locations

List All Locations

List Parts

List All Parts

List Assets

List All Assets.

List Custom Fields

List all custom fields.

We'll help you get started

Our team is all set to help you!

Know More About Upkeep and Xero Integrations

Top 5 ways to Automate Xero with viaSocket

Learn the top 5 strategies for automating Xero with viaSocket. Improve your workflow and maximize productivity with our detailed recommendations.

Know more

Accounting Automation Guide

Master accounting automation with this guide with examples. Explore top tools, steps, and tips to save time, reduce errors, and streamline finances in 2025.

Know more

How to Automate Xero

Learn to automate Xero and simplify your accounting tasks. Explore pricing options and essential integrations to enhance your financial management efficiency.

Know more

Supercharge Your Invoicing with viaSocket

Streamline your invoicing process with viaSocket. Experience efficiency and accuracy in billing, ensuring timely payments and improved cash flow.

Know more

Reducing Common Xero Mistakes: viaSocket Automations to Eliminate Reconciliation Errors

Know more

Frequently Asked Questions

How do I start an integration between Upkeep and Xero?

To start, connect both your Upkeep and Xero accounts to viaSocket. Once connected, you can set up a workflow where an event in Upkeep triggers actions in Xero (or vice versa).

Can we customize how data from Upkeep is recorded in Xero?

Absolutely. You can customize how Upkeep 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.

How often does the data sync between Upkeep and Xero?

The data sync between Upkeep and Xero typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Upkeep to Xero?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Upkeep and Xero?

Yes, you can set conditional logic to control the flow of data between Upkeep 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 Upkeep

Upkeep is a leading maintenance management software designed to streamline work orders, manage assets, and improve overall operational efficiency. Ideal for facilities, property, and asset management, Upkeep helps teams stay organized and productive.

Project Management 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.

IT Operations Sales and CRM

Learn More

Connect Upkeep and Xero to Build Intelligent Automations

Choose a Trigger

Choose an Action

Ready to use Upkeep and Xero automations

Automate Instagram Comment Replies with Smart DMs

Automate Social Media Post Creation and Scheduling Across Multiple Platforms

Automate Instagram DM Replies, Reactions, and Team Alerts

Actions and Triggers

When this happensTriggersA trigger is an event that starts a workflow.

New Contact

New Quote

New Credit Note

New Purchase Order

New Bill

New Bank Transaction

Do thisActionsAction is the task that follows automatically within your Upkeep integrations.

Get All Users

List Users

List Locations

List Parts

List Assets

List Custom Fields

We'll help you get started

Know More About Upkeep and Xero Integrations

Top 5 ways to Automate Xero with viaSocket

Accounting Automation Guide

How to Automate Xero

Supercharge Your Invoicing with viaSocket

Reducing Common Xero Mistakes: viaSocket Automations to Eliminate Reconciliation Errors

Frequently Asked Questions

About Upkeep

About Xero

For SaaS

For AI Agent Builders

Support

Automation Experts

MCP

Compare

Company

Plans, Pricing and Offer

AI & Automation

When this happensTriggers
A trigger is an event that starts a workflow.

Do thisActions
Action is the task that follows automatically within your Upkeep integrations.