Connect Xero and ChartMogul
Integrate Xero with ChartMogul to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a Contact in Chartmogul when New Contact in Xero
Create a Customer in Chartmogul when New Contact in Xero
Search Customer by Email in Chartmogul when New Contact in Xero
Search Customer via External Id in Chartmogul when New Contact in Xero
Retrieve a Metric in Chartmogul when New Contact in Xero
Popular Xero + ChartMogul 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
ChartMogul
Automatically do this!
Create a Contact
Create a Customer
Search Customer by Email
Search Customer via External Id
Retrieve a Metric
Retrieve a Customer Profile
List Customer's Opportunities
Update an Opportunity
Update a Note or call log
Update a Customer
Update a Contact
Merge Customers
Create an Opportunity
Create a Note or Call Log
Add Tags to a Customer
Add Tags to a Customer via External Id
Add Tags to a Customer via Email
Add Custom Attributes to a Customer via UUID
Add Custom Attribute to a Customer via external id
Add Custom Attributes to Customers by Email
List Sources
List Customers
List Customers by Email
List Contacts
List Opportunities
List Plans
List Subscription Events
List Invoices
All Key Metrics
Get MRR
Get ARR
Get ARPA
Get ASP
Get Customer Count
Create a Contact in Chartmogul when New Contact in Xero
Use this flowCreate a Customer in Chartmogul when New Contact in Xero
Use this flowSearch Customer by Email in Chartmogul when New Contact in Xero
Use this flowSearch Customer via External Id in Chartmogul when New Contact in Xero
Use this flowRetrieve a Metric in Chartmogul when New Contact in Xero
Use this flowRetrieve a Customer Profile in Chartmogul when New Contact in Xero
Use this flowList Customer's Opportunities from ChartMogul when New Contact in Xero
Use this flowUpdate an Opportunity in Chartmogul when New Contact in Xero
Use this flowUpdate a Note or call log in Chartmogul when New Contact in Xero
Use this flowUpdate a Customer in Chartmogul when New Contact in Xero
Use this flowSupported Triggers & Actions
Everything you can automate between Xero and ChartMogul.
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 ChartMogul
ChartMogul is a subscription analytics platform that helps businesses measure, understand, and grow their subscription revenue. It provides actionable insights and metrics to optimize your subscription business.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Xero and ChartMogul 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 ChartMogul 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 ChartMogul. No coding required.
Yes. You can set up a workflow where Xero triggers actions in ChartMogul, and a separate workflow where ChartMogul 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 ChartMogul. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Xero and ChartMogul integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
