
When this happens...
New Contact
New Quote
New Credit Note
New Purchase Order
New Bill
New Bank Transaction
New Payment
Automatically do this!
Add Note
Add Hostlist
Assign Candidate
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when you add a new contact
Triggers when a new quote is created
Triggers When A New Credit Note Is Created
Triggers when a new purchase order is created
Triggers When You Add A New Bill
Triggers When A New Bank Transaction Is Created
Action is the task that follows automatically within your Xero integrations.
Creates a new contact.
Get an existing organization details
Get an existing user details
Get Accounts
Find Quotes
Find ALL CreditNotes

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To start, connect both your Xero and Recruit CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Xero triggers actions in Recruit CRM (or vice versa).
Absolutely. You can customize how Xero data is recorded in Recruit CRM. This includes choosing which data fields go into which fields of Recruit CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Xero and Recruit CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Xero and Recruit CRM. 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.
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 MoreRecruite CRM is a comprehensive recruitment management platform designed to streamline the hiring process for businesses of all sizes. It offers tools for managing candidate pipelines, automating recruitment workflows, and enhancing collaboration among hiring teams. With its user-friendly interface and robust features, Recruite CRM helps organizations efficiently manage their recruitment activities and improve their talent acquisition strategies.
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