Connect WhatConverts and Xero
Integrate WhatConverts with Xero to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create or Update Contact in Xero when When a new lead is created in WhatConvert
Create Project in Xero when When a new lead is created in WhatConvert
Create Purchase Order in Xero when When a new lead is created in WhatConvert
Create New Quote in Xero when When a new lead is created in WhatConvert
Find a Purchase Order in Xero when When a new lead is created in WhatConvert
Popular WhatConverts + Xero flows
Start from a real workflow other teams are already running.
Choose a trigger
WhatConverts
When this happens...
When a new lead is created
When an existing lead is updated
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 or Update Contact in Xero when When a new lead is created in WhatConvert
Use this flowCreate Project in Xero when When a new lead is created in WhatConvert
Use this flowCreate Purchase Order in Xero when When a new lead is created in WhatConvert
Use this flowCreate New Quote in Xero when When a new lead is created in WhatConvert
Use this flowFind a Purchase Order in Xero when When a new lead is created in WhatConvert
Use this flowFind Invoice in Xero when When a new lead is created in WhatConvert
Use this flowFind Contact in Xero when When a new lead is created in WhatConvert
Use this flowAdd Note to Invoice in Xero when When a new lead is created in WhatConvert
Use this flowAdd Stock Items to Xero when When a new lead is created in WhatConvert
Use this flowCreate Bank Transfer in Xero when When a new lead is created in WhatConvert
Use this flowSupported Triggers & Actions
Everything you can automate between WhatConverts and Xero.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new lead is created
Runs the workflow automatically whenever a new lead is created in the account.
When an existing lead is updated
Runs the workflow automatically whenever any existing lead is updated (does not run when a lead is first created).
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 WhatConverts integrations.
Update Lead
Update an existing lead's contact, status, custom fields, or additional details.
List Accounts
List account details, optionally filtered by date range, sorted, and paginated.
Create Lead
Create a lead with contact, conversion attribution, and custom field details.
List Users
Retrieve a paginated list of users, optionally filtered by user type and sort order.
List Leads
List WhatConverts leads using optional filters, pagination, and selected response fields.
List Profiles
List profiles for an account with optional pagination, date range, and sorting.
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.
Trusted by Thousands. Recognized by the Best.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
From idea to automation.
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
Top 5 ways to Automate Xero with viaSocket
Learn the top 5 Xero automation workflows with viaSocket to streamline invoicing, CRM data, inventory sync, team updates, and secure data backup.
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.
How to Automate Xero
Learn how to automate Xero and connect it with apps like Google Sheets, Shopify, Slack, and Mailchimp via viaSocket. Explore pricing and practical integration ideas to streamline accounting.
Supercharge Your Invoicing with viaSocket
Streamline your invoicing process with viaSocket. Experience efficiency and accuracy in billing, ensuring timely payments and improved cash flow.
Reducing Common Xero Mistakes: viaSocket Automations to Eliminate Reconciliation Errors
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Start automating WhatConverts and Xero free
No credit card required. Set up your first workflow in minutes.
About WhatConverts
Lead tracking and marketing attribution software for agencies and businesses to capture, manage, and report on calls, forms, chats, and other conversions.
Learn moreSimilar apps
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 WhatConverts 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 WhatConverts 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 WhatConverts triggers actions in Xero, and a separate workflow where Xero triggers actions in WhatConverts. 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 WhatConverts and Xero. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire WhatConverts 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.
