Connect Xero and Twenty
Integrate Xero with Twenty to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Xero + Twenty 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
Twenty
Automatically do this!
Create Company
Update Company
Delete Company
List All Companies
List All Attachments
List All Calender Events
List All TimeLine Activities
List All People
List All Opportunities
List All Tasks
List All Notes
List All Views
List All ViewFilters
List All MessageThreads
List All Messages
List All MessageChannels
List All MessageFolders
List All CalendarEventParticipants
List All ConnectedAccounts
Create Person
Update Person
Delete Person
Create Task
Update Task
Delete Task
Create Opportunity
Update Opportunity
Delete Opportunity
Create Note
Update Note
Delete Note
Create Blocklist
Update Blocklist
Delete Blocklist
Create Attachment
Update Attachment
Delete Attachments
Create Favorite
Update Favorite
Delete Favorite
Create Message
Update Message
Delete Messages
Create or Update Contact in Xero when New Message in Twenty
Use this flowCreate Project in Xero when New Message in Twenty
Use this flowCreate Purchase Order in Xero when New Message in Twenty
Use this flowCreate New Quote in Xero when New Message in Twenty
Use this flowFind a Purchase Order in Xero when New Message in Twenty
Use this flowFind Invoice in Xero when New Message in Twenty
Use this flowFind Contact in Xero when New Message in Twenty
Use this flowAdd Note to Invoice in Xero when New Message in Twenty
Use this flowAdd Stock Items to Xero when New Message in Twenty
Use this flowCreate Bank Transfer in Xero when New Message in Twenty
Use this flowSupported Triggers & Actions
Everything you can automate between Xero and Twenty.
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 Twenty
Twenty is a platform designed to enhance social interactions and event planning, making it easier for users to connect with friends and organize gatherings. It offers tools for scheduling, managing invitations, and tracking RSVPs, all aimed at simplifying the process of bringing people together.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Xero and Twenty 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 Twenty 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 Twenty. No coding required.
Yes. You can set up a workflow where Xero triggers actions in Twenty, and a separate workflow where Twenty 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 Twenty. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Xero and Twenty integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
