Automate Xero workflows — invoices, reconciliation, bookkeeping
Connect Xero to your apps and AI with viaSocket to create hands-off workflows that speed payments, reduce errors, and keep your books current.
Connect Xero with 2100+ apps
Ready to use Xero automations
Triggers and Actions in Xero Automations
viaSocket makes it simple to connect Xero and automate repetitive tasks.
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
Real-world use cases of Xero integrations
See how Xero integrates with popular apps to automate tasks and streamline your workflow.
Sync form responses automatically to a spreadsheet for instant data capture
Send Slack notifications whenever a new row is added or updated in Sheets
Trigger email campaigns in Mailchimp when a new contact is added to a sheet
Create CRM contacts in HubSpot directly from new Google Sheets entries
Generate and save PDF reports to Google Drive from spreadsheet data
Automatically back up database records to a Google Sheet on a daily schedule
How to get started with Xero automations
Automate when something happens in Xero
Login -> Create new flow -> Select trigger -> Search Xero -> Choose the trigger from the list
Take action in Xero when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search Xero -> Choose the action from the list
Trigger
Action
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Frequently Asked Questions
You can automate invoicing, customer creation, payment reconciliation, expense capture and coding, repeating invoices, and scheduled financial reports—linking Xero to CRMs, payment platforms, and other apps.
viaSocket uses AI to read receipts and invoices, extract key fields, suggest account codes, and help match transactions to invoices. You can approve suggestions or let workflows apply them automatically to save time and reduce errors.
Connections use Xero's secure authorization and encrypted channels. viaSocket only accesses the scopes you grant and follows standard data protection practices—your credentials and financial data remain protected.
Basic automations (like invoice creation or receipt capture) start working immediately and can reduce manual steps within days. Larger process improvements—faster close, fewer reconciliation hours—typically show measurable gains within a few weeks.
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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About viaSocket
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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