Connect Xero and Simple Mobile CRM 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 Simple Mobile CRM
Enable Integrations or automations with these events of Xero and Simple Mobile CRM
Enable Integrations or automations with these events of Xero and Simple Mobile CRM
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.
Get an Organization
Get an existing organization details
Get a Userinfo
Get an existing user details
Get Accounts
Get Accounts
Get Quotes
Find Quotes
Get CreditNotes
Find ALL CreditNotes
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Frequently Asked Questions
To start, connect both your Xero and Simple Mobile CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Xero triggers actions in Simple Mobile CRM (or vice versa).
Absolutely. You can customize how Xero data is recorded in Simple Mobile CRM. This includes choosing which data fields go into which fields of Simple Mobile CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Xero and Simple Mobile 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 Simple Mobile 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.
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 MoreAbout Simple Mobile CRM
Simple Mobile CRM is a tool for Gmail notes in browsers and mobile devices. It is ideal for personal use and small team collaborations.
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