Connect Xero and SmartRoutes
Integrate Xero with SmartRoutes to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a Order in SmartRoutes when New Contact in Xero
Get Customer by ID in Smartroutes when New Contact in Xero
Update Customer by ID in Smartroutes when New Contact in Xero
Get All Vehicles from SmartRoutes when New Contact in Xero
Delete Orders by Order Number in Smartroutes when New Contact in Xero
Popular Xero + SmartRoutes 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
SmartRoutes
Automatically do this!
Create a Order
Get Customer by ID
Update Customer by ID
Get All Vehicles
Delete Orders by Order Number
Get Orders
List Custom Fields
List Capacities
List Customers
List Notification Templates
List Orders
List Plans
List Routes
List Vehicles
List Zone Groups
Create a Order in SmartRoutes when New Contact in Xero
Use this flowGet Customer by ID in Smartroutes when New Contact in Xero
Use this flowUpdate Customer by ID in Smartroutes when New Contact in Xero
Use this flowGet All Vehicles from SmartRoutes when New Contact in Xero
Use this flowDelete Orders by Order Number in Smartroutes when New Contact in Xero
Use this flowGet Orders in Smartroutes when New Contact in Xero
Use this flowList Custom Fields in Smartroutes when New Contact in Xero
Use this flowList Capacities in Smartroutes when New Contact in Xero
Use this flowList Customers in Smartroutes when New Contact in Xero
Use this flowList Notification Templates in Smartroutes when New Contact in Xero
Use this flowSupported Triggers & Actions
Everything you can automate between Xero and SmartRoutes.
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 SmartRoutes
SmartRoutes is a comprehensive route optimization and delivery management platform designed to streamline logistics operations for businesses. It offers features such as route planning, real-time tracking, and delivery analytics to enhance efficiency and customer satisfaction.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Xero and SmartRoutes 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 SmartRoutes 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 SmartRoutes. No coding required.
Yes. You can set up a workflow where Xero triggers actions in SmartRoutes, and a separate workflow where SmartRoutes 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 SmartRoutes. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Xero and SmartRoutes integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
