Xero + overloop

Connect Xero and overloop to Build Intelligent Automations

Choose a Trigger

When this happens...

New Contact
New Quote
New Credit Note
New Purchase Order
New Bill
New Bank Transaction
New Payment

Choose an Action

Automatically do this!

Request a new Action for overloop

Enable Integrations or automations with these events of Xero and overloop

Triggers

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

Actions

Create a 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

Explore more automations built by businesses and experts

Automate Instagram Comment Replies with Smart DMs

When

Instagram for Business

Instant Trigger

getRandomCommentReplyFunction

cmntp4d3SwSR

- text is ai
  ReplytoComment
  Send a Private Reply
  Add Step
- Is guide comment
  ReplytoComment Guide
  Send a Private Reply Guide
  Add Step
- multi keyword match
  cmntdqJzLMYS
  ReplytoCommentMultiKeyword
  Add Step

Continue from here

View Template

Automate Expense Report Approvals via Slack & QuickBooks

When

Google Forms

Runs Every 15 Minutes

Send for Approval

- Send for Approval accept
  Create Entry of expenses
  Add Step
- Send for reject
  Mail for Rejection
  Add Step

Continue from here

Add Expense Details

View Template

Automate Social Media Post Creation and Scheduling Across Multiple Platforms

When

Google Sheets

Runs Every 15 Minutes

- Instagram
  Instagram Caption
  Generate Image
  Publish Photo with Tagging
  Add Step
- Youtube
  Youtube Video Script
  Youtube Description Video
  Create an Avatar Video
  Delay
  Retrieve Shareable Link for a Video1
  Upload Video
  Add Step
- Twitter
  Twitter Tweet
  Post a Tweet
  Add Step
- Linkedin
  Linkedin Article
  Create a linkedin Article or URL post
  Add Step

Continue from here

cmnt9r1ZY8HG

View Template

We'll help you get started

Our team is all set to help you!

Know More About Xero and Overloop Integrations

Top 5 ways to Automate Xero with viaSocket

Learn the top 5 strategies for automating Xero with viaSocket. Improve your workflow and maximize productivity with our detailed recommendations.

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Accounting Automation Guide

Master accounting automation with this guide with examples. Explore top tools, steps, and tips to save time, reduce errors, and streamline finances in 2025.

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How to Automate Xero

Learn to automate Xero and simplify your accounting tasks. Explore pricing options and essential integrations to enhance your financial management efficiency.

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Supercharge Your Invoicing with viaSocket

Streamline your invoicing process with viaSocket. Experience efficiency and accuracy in billing, ensuring timely payments and improved cash flow.

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Reducing Common Xero Mistakes: viaSocket Automations to Eliminate Reconciliation Errors

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Frequently Asked Questions

How do I start an integration between Xero and overloop?

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

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

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

How often does the data sync between Xero and overloop?

The data sync between Xero and overloop 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 overloop?

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 overloop?

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

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.

IT Operations Sales and CRM

Learn More

About overloop

Conversations are the blood of your growth. Our CRM is designed to help you start more conversations and close more deals.

CRM

Learn More

Connect Xero and overloop to Build Intelligent Automations

Choose a Trigger

Choose an Action

Enable Integrations or automations with these events of Xero and overloop

Triggers

New Contact

New Quote

New Credit Note

New Purchase Order

New Bill

New Bank Transaction

Actions

Create a Contact

Create Project

Create Purchase Order

Create New Quote

Find a Purchase Order

Find Invoice

Automate Instagram Comment Replies with Smart DMs

Automate Expense Report Approvals via Slack & QuickBooks

Automate Social Media Post Creation and Scheduling Across Multiple Platforms

We'll help you get started

Know More About Xero and Overloop Integrations

Top 5 ways to Automate Xero with viaSocket

Accounting Automation Guide

How to Automate Xero

Supercharge Your Invoicing with viaSocket

Reducing Common Xero Mistakes: viaSocket Automations to Eliminate Reconciliation Errors

Frequently Asked Questions

About Xero

About overloop

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