Connect Xero and Taskade to Build Intelligent Automations
Ready to use Xero and Taskade automations
Explore more automations built by businesses and experts
Actions and Triggers
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 a 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
Know More About Xero and Taskade Integrations
Top 5 ways to Automate Xero with viaSocket
Learn the top 5 strategies for automating Xero with viaSocket. Improve your workflow and maximize productivity with our detailed recommendations.
Accounting Automation Guide
Master accounting automation with this guide with examples. Explore top tools, steps, and tips to save time, reduce errors, and streamline finances in 2025.
How to Automate Xero
Learn to automate Xero and simplify your accounting tasks. Explore pricing options and essential integrations to enhance your financial management efficiency.
Supercharge Your Invoicing with viaSocket
Streamline your invoicing process with viaSocket. Experience efficiency and accuracy in billing, ensuring timely payments and improved cash flow.
Reducing Common Xero Mistakes: viaSocket Automations to Eliminate Reconciliation Errors
Frequently Asked Questions
To start, connect both your Xero and Taskade accounts to viaSocket. Once connected, you can set up a workflow where an event in Xero triggers actions in Taskade (or vice versa).
Absolutely. You can customize how Xero data is recorded in Taskade. This includes choosing which data fields go into which fields of Taskade, setting up custom formats, and filtering out unwanted information.
The data sync between Xero and Taskade 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 Taskade. 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 More
About Taskade
Taskade is a collaborative task management and mind mapping tool designed to help teams organize, plan, and execute projects efficiently. It offers features such as real-time collaboration, task assignments, and project templates to streamline workflows.
Learn MoreviaSocket
For SaaS
For AI Agent Builders
Support
Automation Experts
Plans, Pricing and Offer
AI & Automation
© 2026 viaSocket |Privacy,TermsandData Retention & Deletion Policy
Walkover Web Solutions Pvt Ltd. | All rights reserved.