Connect Xero and InvGate Service Management
Integrate Xero with InvGate Service Management to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Incident in InvGate Service Management when New Contact in Xero
Get Categories from InvGate Service Management when New Contact in Xero
Get Users from InvGate Service Management when New Contact in Xero
Get Incident Details from InvGate Service Management when New Contact in Xero
Create User in InvGate Service Management when New Contact in Xero
Popular Xero + InvGate Service Management 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
InvGate Service Management
Automatically do this!
Create Incident
Get Categories
Get Users
Get Incident Details
Create User
Create Incident in InvGate Service Management when New Contact in Xero
Use this flowGet Categories from InvGate Service Management when New Contact in Xero
Use this flowGet Users from InvGate Service Management when New Contact in Xero
Use this flowGet Incident Details from InvGate Service Management when New Contact in Xero
Use this flowCreate User in InvGate Service Management when New Contact in Xero
Use this flowCreate Incident in InvGate Service Management when New Quote in Xero
Use this flowGet Categories from InvGate Service Management when New Quote in Xero
Use this flowGet Users from InvGate Service Management when New Quote in Xero
Use this flowGet Incident Details from InvGate Service Management when New Quote in Xero
Use this flowCreate User in InvGate Service Management when New Quote in Xero
Use this flowSupported Triggers & Actions
Everything you can automate between Xero and InvGate Service Management.
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 InvGate Service Management
InvGate Service Management is an IT service management (ITSM) platform that helps teams manage incidents, service requests, problems, changes, and assets from a single workspace. Automate workflows, track SLAs, streamline ticket resolution, and improve service delivery with powerful reporting and integrations.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Xero and InvGate Service Management 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 InvGate Service Management 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 InvGate Service Management. No coding required.
Yes. You can set up a workflow where Xero triggers actions in InvGate Service Management, and a separate workflow where InvGate Service Management 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 InvGate Service Management. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Xero and InvGate Service Management integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
