Connect Xero and Lead Updates to Build Intelligent Automations

Choose a Trigger

Xero

When this happens...

Choose an Action

Lead Updates

Automatically do this!

Enable Integrations or automations with these events of Xero and Lead Updates

Enable Integrations or automations with these events of Xero and Lead Updates

Triggers

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

Actions

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 Lead Updates?

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

Can we customize how data from Xero is recorded in Lead Updates?

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

How often does the data sync between Xero and Lead Updates?

The data sync between Xero and Lead Updates 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 Lead Updates?

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 Lead Updates?

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

About Lead Updates

Powerful Deal-Closing Sales Engagement Software. Maximize your reach with our scalable, multi-channel engagement platform driven by real data, customized strategy, and full automation.

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