Connect Xero and BulkGate to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
New Quote
New Credit Note
New Purchase Order
New Bill
New Bank Transaction
New Payment
Choose an Action
Automatically do this!
Add a Contact
Update a Contact
Get a Contact
Blacklist a Number
Check Blacklisted Number
Remove a Blacklisted Number
Check Credit Balance
Send a Marketing Bulk SMS Message
Ready to use Xero and BulkGate automations
Actions and Triggers
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 a Contact
Creates a new contact.
Get an Organization
Get an existing organization details
Get a Userinfo
Get an existing user details
Get Accounts
Get Accounts
Get Quotes
Find Quotes
Get CreditNotes
Find ALL CreditNotes
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Frequently Asked Questions
To start, connect both your Xero and BulkGate accounts to viaSocket. Once connected, you can set up a workflow where an event in Xero triggers actions in BulkGate (or vice versa).
Absolutely. You can customize how Xero data is recorded in BulkGate . This includes choosing which data fields go into which fields of BulkGate , setting up custom formats, and filtering out unwanted information.
The data sync between Xero and BulkGate 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 Xero and BulkGate . 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 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 MoreAbout BulkGate
Bulkgate is a comprehensive platform designed for businesses to streamline their communication through bulk messaging services. It offers tools for sending SMS, Viber, and other messaging services to engage with customers effectively.
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