Connect Wotnot and Xero to Build Intelligent Automations
Choose a Trigger
When this happens...
Bot Created
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 Wotnot and Xero automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Bot Created
Triggers when a new bot is 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
New Bill
Triggers When You Add A New Bill
Do thisActions
Action is the task that follows automatically within your Wotnot integrations.
Search Bots
Search bots.
Create Bot
Creates a new bot.
Fetch Bot Flow
Gets the complete flow configuration of a bot.
Create knowledge base with domain data source
Creates a knowledge base with domain data source.
Create a Contact
Creates a new contact.
Create Project
Creates a New Project For a Contact
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Frequently Asked Questions
To start, connect both your Wotnot and Xero accounts to viaSocket. Once connected, you can set up a workflow where an event in Wotnot triggers actions in Xero (or vice versa).
Absolutely. You can customize how Wotnot 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 Wotnot 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 Wotnot 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 Wotnot
It's easy to build bots, but hard to get the desired results. This is where WotNot steps in, providing a done-for-you service. We build a pipeline of qualified leads, automate your support, without increasing headcount with our no-code chatbot platform.
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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