Connect Xero and Folderit
Integrate Xero with Folderit to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Xero + Folderit 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
Folderit
Automatically do this!
Create an Account
Update Account Information
Delete an Account
Create a Group
Update Group Name
Delete a Group
Update User Profile
Add a Person
Update a Person
Delete a Person
Create an Account in Folderit when New Contact in Xero
Use this flowUpdate Account Information in Folderit when New Contact in Xero
Use this flowDelete an Account in Folderit when New Contact in Xero
Use this flowCreate a Group in Folderit when New Contact in Xero
Use this flowUpdate Group Name in Folderit when New Contact in Xero
Use this flowDelete a Group from Folderit when New Contact in Xero
Use this flowUpdate User Profile in Folderit when New Contact in Xero
Use this flowAdd a Person to Folderit when New Contact in Xero
Use this flowUpdate a Person in Folderit when New Contact in Xero
Use this flowDelete a Person from Folderit when New Contact in Xero
Use this flowSupported Triggers & Actions
Everything you can automate between Xero and Folderit.
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 Folderit
Folderit is a cloud-based document management system designed to help businesses and individuals securely store, manage, and share their documents online. It offers features such as document versioning, metadata tagging, approval workflows, and secure sharing options, making it an ideal solution for organizations looking to streamline their document management processes.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Xero and Folderit 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 Folderit 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 Folderit. No coding required.
Yes. You can set up a workflow where Xero triggers actions in Folderit, and a separate workflow where Folderit 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 Folderit. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Xero and Folderit integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
