Connect Xero and simplex to Build Intelligent Automations

Choose a Trigger

Xero

When this happens...

Choose an Action

simplex

Automatically do this!

Enable Integrations or automations with these events of Xero and simplex

Enable Integrations or automations with these events of Xero and simplex

Triggers

New Contact

New Contact

Triggers when you add a new contact

New Quote

New Quote

Triggers when a new quote is created

New Credit Note

New Credit Note

Triggers When A New Credit Note Is Created

New Purchase Order

New Purchase Order

Triggers when a new purchase order is created

New Bill

New Bill

Triggers When You Add A New Bill

New Bank Transaction

New Bank Transaction

Triggers When A New Bank Transaction Is Created

Actions

Create a Contact

Create a Contact

Creates a new contact.

Get an Organization

Get an Organization

Get an existing organization details

Get a Userinfo

Get a Userinfo

Get an existing user details

Get Accounts

Get Accounts

Get Accounts

Get Quotes

Get Quotes

Find Quotes

Get CreditNotes

Get CreditNotes

Find ALL CreditNotes

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Frequently Asked Questions

How do I start an integration between Xero and simplex?

To start, connect both your Xero and simplex accounts to viaSocket. Once connected, you can set up a workflow where an event in Xero triggers actions in simplex (or vice versa).

Can we customize how data from Xero is recorded in simplex?

Absolutely. You can customize how Xero data is recorded in simplex. This includes choosing which data fields go into which fields of simplex, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Xero and simplex?

The data sync between Xero and simplex typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Xero to simplex?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Xero and simplex?

Yes, you can set conditional logic to control the flow of data between Xero and simplex. 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

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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simplex

About simplex

SimpleX analyse qualitative data from any survey with a smart console that truly understands words and languages. Never again with a spreadsheet.

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