Connect Wati and Xero to Build Intelligent Automations
Choose a Trigger
When this happens...
New Event Occurs
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 Wati and Xero automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Event Occurs
Runs when a specific event occurs in Wati.
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 Wati integrations.
Send Template Based WhatsApp Message
Send a predefined WhatsApp message template.
Add Contact
Create a new Contact in Wati.
Send Session Message
Send a WhatsApp Message to an open session.
Update Contact Attributes
Update an existing Contact with attributes on WATI.
Start Chat Bot
Start a chat bot in specific wati contact.
Assign User
Assign conversation to other user/agent.
Know More About Wati and Xero Integrations
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How to Automate Xero
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Reducing Common Xero Mistakes: viaSocket Automations to Eliminate Reconciliation Errors
Frequently Asked Questions
To start, connect both your Wati and Xero accounts to viaSocket. Once connected, you can set up a workflow where an event in Wati triggers actions in Xero (or vice versa).
Absolutely. You can customize how Wati 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 Wati 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 Wati 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 Wati
Wati is an end-to-end customer communication platform on WhatsApp with Team Inbox, No Code Chatbot Builder, Broadcasts & more.
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.
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