Connect Xero and BlueyEmail
Integrate Xero with BlueyEmail to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in BlueyEmail when New Contact in Xero
Add Tags to Contact in BlueyEmail when New Contact in Xero
Enroll Contacts in Automation in BlueyEmail when New Contact in Xero
Add Contacts to an Audience in BlueyEmail when New Contact in Xero
Add Contacts to Campaign in BlueyEmail when New Contact in Xero
Popular Xero + BlueyEmail 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
BlueyEmail
Automatically do this!
Create Contact
Add Tags to Contact
Enroll Contacts in Automation
Add Contacts to an Audience
Add Contacts to Campaign
Remove Contact Tags
Create Deal
Create CRM Task
Send Email
List Automations
List audiences
List Email Templates
Email Performance Overview
Create Company
Complete Task
List CRM Tasks
Add Members to Suppression Group
Remove Members From an Audience
List Suppression Groups
Create Contact in BlueyEmail when New Contact in Xero
Use this flowAdd Tags to Contact in BlueyEmail when New Contact in Xero
Use this flowEnroll Contacts in Automation in BlueyEmail when New Contact in Xero
Use this flowAdd Contacts to an Audience in BlueyEmail when New Contact in Xero
Use this flowAdd Contacts to Campaign in BlueyEmail when New Contact in Xero
Use this flowRemove Contact Tags in BlueyEmail when New Contact in Xero
Use this flowCreate Deal in BlueyEmail when New Contact in Xero
Use this flowCreate CRM Task in BlueyEmail when New Contact in Xero
Use this flowSend Email via BlueyEmail when New Contact in Xero
Use this flowList Automations in BlueyEmail when New Contact in Xero
Use this flowSupported Triggers & Actions
Everything you can automate between Xero and BlueyEmail.
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 BlueyEmail
AI-powered email marketing and omnichannel messaging platform for campaigns, automations, CRM, and transactional email. Built for growing businesses and ecommerce teams that want flat pricing and scalable outreach.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Xero and BlueyEmail 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 BlueyEmail 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 BlueyEmail. No coding required.
Yes. You can set up a workflow where Xero triggers actions in BlueyEmail, and a separate workflow where BlueyEmail 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 BlueyEmail. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Xero and BlueyEmail integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
