Connect Xero and taktikal 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 taktikal
Enable Integrations or automations with these events of Xero and taktikal
Enable Integrations or automations with these events of Xero and taktikal
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 taktikal accounts to viaSocket. Once connected, you can set up a workflow where an event in Xero triggers actions in taktikal (or vice versa).
Absolutely. You can customize how Xero data is recorded in taktikal. This includes choosing which data fields go into which fields of taktikal, setting up custom formats, and filtering out unwanted information.
The data sync between Xero and taktikal 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 taktikal. 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 taktikal
Monitor activity on your Taktikal signing processes. Collect all data for various events.
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