Connect Xero and toflow.ai
Integrate Xero with toflow.ai to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Xero + toflow.ai 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
toflow.ai
Automatically do this!
Update Company
Create Task
Create List
Update List Details
Get Lists
Delete List
Create Company
List Companies
Delete Company
Create Person
Update Person
Create Note
Find Tasks
Get Person
Update Task Details
Delete Task
Find Notes
List Deals
Create Deal
Delete Deal
Send Email
Get Filtered Emails
Update Deal Fields
Update Company in ToFlow.ai when New Contact in Xero
Use this flowCreate Task in ToFlow.ai when New Contact in Xero
Use this flowCreate List in toflow.ai when New Contact in Xero
Use this flowUpdate List Details in toflow.ai when New Contact in Xero
Use this flowGet Lists from toflow.ai when New Contact in Xero
Use this flowDelete List in toflow.ai when New Contact in Xero
Use this flowCreate Company in Toflow.ai when New Contact in Xero
Use this flowList Companies from toflow.ai when New Contact in Xero
Use this flowDelete Company in Toflow.ai when New Contact in Xero
Use this flowCreate Person in Toflow.ai when New Contact in Xero
Use this flowSupported Triggers & Actions
Everything you can automate between Xero and toflow.ai.
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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From idea to automation.
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 toflow.ai
AI-native multi-channel outreach platform for B2B sales teams to find leads, enrich contacts, and run personalized campaigns across email, LinkedIn, and WhatsApp with AI.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Xero and toflow.ai 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 toflow.ai 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 toflow.ai. No coding required.
Yes. You can set up a workflow where Xero triggers actions in toflow.ai, and a separate workflow where toflow.ai 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 toflow.ai. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Xero and toflow.ai integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
