Connect Xero and Apollo
Integrate Xero with Apollo 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 account is created in Apollo in Apollo
Create Project in Xero when When a new account is created in Apollo in Apollo
Create Purchase Order in Xero when When a new account is created in Apollo in Apollo
Create New Quote in Xero when When a new account is created in Apollo in Apollo
Find a Purchase Order in Xero when When a new account is created in Apollo in Apollo
Popular Xero + Apollo 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
Apollo
Automatically do this!
Create Account
Create Contact
Create Deal
Create Task
Update Account
Search Contacts
Update Contact
Update Deal
Find Person by Email
Get Company Details
List Account Stages
List Contact Stages
List All Deals
List Deal Stages
List Email Accounts
Search Email Sequences
Add Contacts to Sequence
Remove Contacts From Sequences
Search Accounts
Search People by Filters
Find People by Identifiers
Get Person Details by ID
Create or Update Contact in Xero when When a new account is created in Apollo in Apollo
Use this flowCreate Project in Xero when When a new account is created in Apollo in Apollo
Use this flowCreate Purchase Order in Xero when When a new account is created in Apollo in Apollo
Use this flowCreate New Quote in Xero when When a new account is created in Apollo in Apollo
Use this flowFind a Purchase Order in Xero when When a new account is created in Apollo in Apollo
Use this flowAdd Note to Invoice in Xero when When a new account is created in Apollo in Apollo
Use this flowCreate Bank Transfer in Xero when When a new account is created in Apollo in Apollo
Use this flowCreate an Xero Invoice in Xero when When a new account is created in Apollo in Apollo
Use this flowGet Balance Sheet from Xero when When a new account is created in Apollo in Apollo
Use this flowCreate or Update Contact in Xero when When a new contact is created in Apollo in Apollo
Use this flowSupported Triggers & Actions
Everything you can automate between Xero and Apollo.
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
Apply surgical update to convert purchase_order_id into a dynamic dropdown and update input field help text for Find a Purchase Order.
Find Invoice
Surgical update to align Find Invoice with the latest approved invoice dropdown UX and finalized micro patch.
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.
Learn to build automation
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Xero and Apollo workflows.
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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 Apollo
Apollo is a unified engagement platform that is the foundation for your entire end-to-end sales strategy. Teams get access to a database of over 200 million contacts, as well as a host of different engagement and analytics tools.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Xero and Apollo 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 Apollo 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 Apollo. No coding required.
Yes. You can set up a workflow where Xero triggers actions in Apollo, and a separate workflow where Apollo 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 Apollo. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Xero and Apollo integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
