Connect Xero and ActiveTrail
Integrate Xero with ActiveTrail to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Xero + ActiveTrail flows
Start from a real workflow other teams are already running.
Choose a trigger
Xero
When this happens...
New Contact
New Quote
New Credit Note
New Purchase Order
New Bill
New Bank Transaction
New Payment
Choose an action
ActiveTrail
Automatically do this!
Delete a Group
Get single Automation
Get all Automations
Delete a Campaign
Delete a contact
Add Contact to Group
List Account Emails Sending Profiles
List Executive Reports
List Sent Campaigns
List Templates
List Order Fields Information
List Sms Messages
List Account's Mailing Lists
List User's Segmentations
List Sign-up Forms
List Landing Pages
List Contact
List Group
List Automations
Find Group
Find Contact
Send SMS Message
Create Contacts
Update contact
Delete a Group in Activetrail when New Contact in Xero
Use this flowGet single Automation in Activetrail when New Contact in Xero
Use this flowGet all Automations in Activetrail when New Contact in Xero
Use this flowDelete a Campaign in Activetrail when New Contact in Xero
Use this flowDelete a contact in Activetrail when New Contact in Xero
Use this flowAdd Contact to Group in Activetrail when New Contact in Xero
Use this flowList Account Emails Sending Profiles from ActiveTrail when New Contact in Xero
Use this flowList Executive Reports from ActiveTrail when New Contact in Xero
Use this flowList Sent Campaigns from ActiveTrail when New Contact in Xero
Use this flowList Templates from ActiveTrail when New Contact in Xero
Use this flowSupported Triggers & Actions
Everything you can automate between Xero and ActiveTrail.
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 Xero integrations.
Create or Update Contact
Creates a new contact.
Create Project
Creates a New Project For a Contact
Create Purchase Order
Creates A New Purchase Order For A Contact
Create New Quote
Creates a New Quote
Find a Purchase Order
Find a Purchase Order By Order Number Or Order ID
Find Invoice
Finds An Invoice By Number Or Reference
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.
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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.
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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
About ActiveTrail
ActiveTrail is an email marketing and automation platform that helps businesses create and send emails, manage campaigns, and automate marketing tasks to enhance customer engagement and conversion rates.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Xero and ActiveTrail 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 Xero and ActiveTrail 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 ActiveTrail. No coding required.
Yes. You can set up a workflow where Xero triggers actions in ActiveTrail, and a separate workflow where ActiveTrail triggers actions in Xero. 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 Xero and ActiveTrail. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Xero and ActiveTrail integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
