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Connect Voucherify and Xero

Integrate Voucherify with Xero to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.

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Supported Triggers & Actions

Everything you can automate between Voucherify and Xero.

When this happensTriggers

A trigger is an event that starts a workflow.

Voucher Created

Voucher Created

Trigger when a new voucher is created.

New Contact

New Contact

Triggers when you add a new contact

New Quote

New Quote

Triggers when a new quote is created

New Credit Note

New Credit Note

Triggers When A New Credit Note Is Created

New Purchase Order

New Purchase Order

Triggers when a new purchase order is created

New Bill

New Bill

Triggers When You Add A New Bill

Do thisActions

Action is the task that follows automatically within your Voucherify integrations.

Create Category

Create Category

Create category with a specific name and hierarchy.

Create Segment

Create Segment

Create a customer segment.

Update Reward

Update Reward

Update the details of a reward.

Update Customer

Update Customer

Update an existing customer.

Create or Update Contact

Create or Update Contact

Creates a new contact.

Create Project

Create Project

Creates a New Project For a Contact

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations Voucherify
Voucherify + Xero
Voucherify logo

About Voucherify

Voucherify is a comprehensive promotion management platform that allows businesses to create, manage, and track various promotional campaigns such as vouchers, discounts, and loyalty programs. It is designed to help marketers and developers easily integrate promotional campaigns into their existing systems, providing a seamless experience for both businesses and their customers.

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Frequently Asked Questions

How do I connect Voucherify and Xero?

Sign up for a free viaSocket account, then authorize both your Voucherify 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Voucherify and Xero as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Voucherify to Xero?

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.

Can the integration run in both directions?

Yes. You can set up a workflow where Voucherify triggers actions in Xero, and a separate workflow where Xero triggers actions in Voucherify. Both run independently and in real time.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Voucherify and Xero. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Voucherify 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.