Connect Xero and Letta to Build Intelligent Automations

Choose a Trigger

Xero

When this happens...

Choose an Action

Letta

Automatically do this!

Ready to use Xero and Letta automations

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 Letta?

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

Can we customize how data from Xero is recorded in Letta?

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

How often does the data sync between Xero and Letta?

The data sync between Xero and Letta 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 Letta?

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 Letta?

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

About Letta

Letta is a comprehensive platform designed to streamline communication and enhance productivity for teams and businesses. With a focus on seamless collaboration, Letta offers tools for efficient messaging, file sharing, and project management, making it an ideal choice for organizations looking to improve their workflow and connectivity.

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