Connect Xero and Raisely
Integrate Xero with Raisely to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Xero + Raisely 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
Raisely
Automatically do this!
List All Campaigns
List All Donations
List All Exercise logs
List All Interaction Categories
List All Interactions
List All Orders
List All Posts
List All Promo Codes
List All Segments
List All Subscriptions
List All Tags
List All Users
Add a Tag
Add an Interaction
Create Offline Donation
Remove a tag
Create or Update Person
Find User
List All Campaigns in Raisely when New Contact in Xero
Use this flowList All Donations from Raisely when New Contact in Xero
Use this flowList All Exercise logs from Raisely when New Contact in Xero
Use this flowList All Interaction Categories from Raisely when New Contact in Xero
Use this flowList All Interactions from Raisely when New Contact in Xero
Use this flowList All Orders from Raisely when New Contact in Xero
Use this flowList All Posts from Raisely when New Contact in Xero
Use this flowList All Promo Codes from Raisely when New Contact in Xero
Use this flowList All Segments from Raisely when New Contact in Xero
Use this flowList All Subscriptions from Raisely when New Contact in Xero
Use this flowSupported Triggers & Actions
Everything you can automate between Xero and Raisely.
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 Raisely
Raisley is a powerful fundraising platform designed to help non-profits engage communities and raise more funds efficiently.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Xero and Raisely 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 Raisely 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 Raisely. No coding required.
Yes. You can set up a workflow where Xero triggers actions in Raisely, and a separate workflow where Raisely 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 Raisely. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Xero and Raisely integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
