Connect Xero and ProjectManager
Integrate Xero with ProjectManager to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Xero + ProjectManager 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
ProjectManager
Automatically do this!
Create Project
Create Task
Create Timesheet Entry
Update Project
Update Task
Update Timesheet Entry
Get Project Details
Get Task Details
List Project Priorities
List Task Statuses
Create Resource
Get User Details
List Project Folders
Update User
List Workspaces
List User Roles
List Active Admin Tasks
List Timesheets
List Tasks
List User Teams
List All Countries
List Users
List Project Templates
List Template Categories
List Project Statuses
List Available Project Members
List Project Fields
List Project Customers
List Charge Codes
List Projects
List Non-Project Task Statuses
List Licenses
List Integration Providers
List Integration Provider Categories
Create Task Comment
Create Meeting
List Meetings
Get Meeting
Delete Meeting
Create Meeting Todo
Get Meeting Todos
Update Meeting To-Do
Delete Meeting Todo
Create Project Customer
Create Project in ProjectManager when New Contact in Xero
Use this flowCreate Task in ProjectManager when New Contact in Xero
Use this flowCreate Timesheet Entry in ProjectManager when New Contact in Xero
Use this flowUpdate Project in ProjectManager when New Contact in Xero
Use this flowUpdate Task in ProjectManager when New Contact in Xero
Use this flowUpdate Timesheet Entry in ProjectManager when New Contact in Xero
Use this flowGet Project Details from ProjectManager when New Contact in Xero
Use this flowGet Task Details from ProjectManager when New Contact in Xero
Use this flowList Project Priorities from ProjectManager when New Contact in Xero
Use this flowList Task Statuses from ProjectManager when New Contact in Xero
Use this flowSupported Triggers & Actions
Everything you can automate between Xero and ProjectManager.
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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From idea to automation.
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 ProjectManager
ProjectManager.com is a simple yet powerful online project management tool that enables you and your team to plan, track, monitor and report on your projects in real-time.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Xero and ProjectManager 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 ProjectManager 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 ProjectManager. No coding required.
Yes. You can set up a workflow where Xero triggers actions in ProjectManager, and a separate workflow where ProjectManager 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 ProjectManager. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Xero and ProjectManager integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
