Connect Xero and mentortools
Integrate Xero with mentortools to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Xero + mentortools 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
mentortools
Automatically do this!
Get Courses
Create Courses
Total Courses
Course info by ID
Get module by ID
Get Module information
Lesson by ID
Add module submodule
Update course
Update course module
Update submodule by ID
Delete course by ID
Delete course module by ID
Delete submodule by ID
Delete Lesson
Get Courses in Mentortools when New Contact in Xero
Use this flowCreate Courses in Mentortools when New Contact in Xero
Use this flowTotal Courses in Mentortools when New Contact in Xero
Use this flowCourse info by ID from Mentortools when New Contact in Xero
Use this flowGet module by ID in Mentortools when New Contact in Xero
Use this flowGet Module information in Mentortools when New Contact in Xero
Use this flowLesson by ID in Mentortools when New Contact in Xero
Use this flowAdd module submodule in Mentortools when New Contact in Xero
Use this flowUpdate course in Mentortools when New Contact in Xero
Use this flowUpdate course module in Mentortools when New Contact in Xero
Use this flowSupported Triggers & Actions
Everything you can automate between Xero and mentortools.
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 mentortools
Mentortools is a platform designed to facilitate online learning and mentorship programs. It provides tools for creating, managing, and delivering educational content, making it easier for mentors and educators to connect with learners and track their progress.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Xero and mentortools 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 mentortools 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 mentortools. No coding required.
Yes. You can set up a workflow where Xero triggers actions in mentortools, and a separate workflow where mentortools 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 mentortools. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Xero and mentortools integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
