Connect Xero and Huddo Boards to Build Intelligent Automations

Choose a Trigger

Xero

When this happens...

Choose an Action

Huddo Boards

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Contact

New Contact

Triggers when you add a new contact

New Quote

New Quote

Triggers when a new quote is created

New Credit Note

New Credit Note

Triggers When A New Credit Note Is Created

New Purchase Order

New Purchase Order

Triggers when a new purchase order is created

New Bill

New Bill

Triggers When You Add A New Bill

New Bank Transaction

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

Create a Contact

Creates a new contact.

Create Project

Create Project

Creates a New Project For a Contact

Create Purchase Order

Create Purchase Order

Creates A New Purchase Order For A Contact

Create New Quote

Create New Quote

Creates a New Quote

Find  a Purchase Order

Find a Purchase Order

Find a Purchase Order By Order Number Or Order ID

Find Invoice

Find Invoice

Finds An Invoice By Number Or Reference

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Frequently Asked Questions

How do I start an integration between Xero and Huddo Boards?

To start, connect both your Xero and Huddo Boards accounts to viaSocket. Once connected, you can set up a workflow where an event in Xero triggers actions in Huddo Boards (or vice versa).

Can we customize how data from Xero is recorded in Huddo Boards?

Absolutely. You can customize how Xero data is recorded in Huddo Boards. This includes choosing which data fields go into which fields of Huddo Boards, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Xero and Huddo Boards?

The data sync between Xero and Huddo Boards typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Xero to Huddo Boards?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Xero and Huddo Boards?

Yes, you can set conditional logic to control the flow of data between Xero and Huddo Boards. 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

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.

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Huddo Boards

About Huddo Boards

Huddo Boards is a collaborative platform designed to enhance team productivity and project management. It offers a visual interface for organizing tasks, tracking progress, and facilitating communication among team members, making it an ideal tool for businesses and organizations looking to streamline their workflow and improve collaboration.

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