Connect Xero and Doubletick
Integrate Xero with Doubletick to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Send WhatsApp Message in Doubletick when New Contact in Xero
Send WhatsApp Media Message in Doubletick when New Contact in Xero
Send WhatsApp Template Message in Doubletick when New Contact in Xero
Create a new group in Doubletick when New Contact in Xero
Add a member to a group in Doubletick when New Contact in Xero
Popular Xero + Doubletick 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
Doubletick
Automatically do this!
Send WhatsApp Message
Send WhatsApp Media Message
Send WhatsApp Template Message
Create a new group
Add a member to a group
Delete a group
Get Customer Details
Add Tag to a Customer
Delete a Template
Assign team member to chat
Unssign team member from a chat
Logout a team member
Get wallet balance
Send WhatsApp Message in Doubletick when New Contact in Xero
Use this flowSend WhatsApp Media Message in Doubletick when New Contact in Xero
Use this flowSend WhatsApp Template Message in Doubletick when New Contact in Xero
Use this flowCreate a new group in Doubletick when New Contact in Xero
Use this flowAdd a member to a group in Doubletick when New Contact in Xero
Use this flowDelete a group in Doubletick when New Contact in Xero
Use this flowGet Customer Details in Doubletick when New Contact in Xero
Use this flowAdd Tag to a Customer in Doubletick when New Contact in Xero
Use this flowDelete a Template in Doubletick when New Contact in Xero
Use this flowAssign team member to chat in Doubletick when New Contact in Xero
Use this flowSupported Triggers & Actions
Everything you can automate between Xero and Doubletick.
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 Doubletick
Doubletick is an email tracking tool that allows users to see when their emails have been read. It integrates seamlessly with popular email clients to enhance communication tracking.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Xero and Doubletick 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 Doubletick 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 Doubletick. No coding required.
Yes. You can set up a workflow where Xero triggers actions in Doubletick, and a separate workflow where Doubletick 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 Doubletick. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Xero and Doubletick integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
