Enable Integrations or automations with these events of Xero and cats
Triggers when you add a new contact
Triggers when a new quote is created
Triggers When A New Credit Note Is Created
Triggers when a new purchase order is created
Triggers When You Add A New Bill
Triggers When A New Bank Transaction Is Created
Creates a new contact.
Creates a New Project For a Contact
Creates A New Purchase Order For A Contact
Creates a New Quote
Find a Purchase Order By Order Number Or Order ID
Finds An Invoice By Number Or Reference
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To start, connect both your Xero and cats accounts to viaSocket. Once connected, you can set up a workflow where an event in Xero triggers actions in cats (or vice versa).
Absolutely. You can customize how Xero data is recorded in cats. This includes choosing which data fields go into which fields of cats, setting up custom formats, and filtering out unwanted information.
The data sync between Xero and cats 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 cats. 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.
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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