Connect Xero and M91
Integrate Xero with M91 to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Xero + M91 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
M91
Automatically do this!
Get Channel Alert by ID
Invite Direct Recipient
Get Direct Alert by ID
Invite Channel Members
Create Channel
Send Direct Alert
Send Channel Alert
Close Channel Alert
Delete Direct Recipient
Delete Channel Member
Close Direct Alert
Get Channel Alert by ID from M91 when New Contact in Xero
Use this flowInvite Direct Recipient via M91 when New Contact in Xero
Use this flowGet Direct Alert by ID from M91 when New Contact in Xero
Use this flowInvite Channel Members to a channel in M91 when New Contact in Xero
Use this flowCreate Channel in M91 when New Contact in Xero
Use this flowSend Direct Alert via M91 when New Contact in Xero
Use this flowSend Channel Alert via M91 when New Contact in Xero
Use this flowClose Channel Alert in M91 when New Contact in Xero
Use this flowDelete Direct Recipient from M91 when New Contact in Xero
Use this flowDelete Channel Member from M91 when New Contact in Xero
Use this flowSupported Triggers & Actions
Everything you can automate between Xero and M91.
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
Apply surgical update to convert purchase_order_id into a dynamic dropdown and update input field help text for Find a Purchase Order.
Find Invoice
Surgical update to align Find Invoice with the latest approved invoice dropdown UX and finalized micro patch.
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 M91
M91 is an alert escalation platform that routes critical notifications to the right people through push, SMS, and voice calls until an alert is acknowledged. It supports actionable alerts and sends responders’ actions back to the originating system.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Xero and M91 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 M91 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 M91. No coding required.
Yes. You can set up a workflow where Xero triggers actions in M91, and a separate workflow where M91 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 M91. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Xero and M91 integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
