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IntegrationsXeroWbiztool
Xero + Wbiztool

Connect Xero and Wbiztool to Build Intelligent Automations

Choose a Trigger

Xero

When this happens...

Choose an Action

Wbiztool

Automatically do this!

Ready to use Xero and Wbiztool automations

Explore more automations built by businesses and experts

Automate Instagram Comment Replies with Smart DMs

trigger
When
Default app icon
Instagram for Business
Instant Trigger
Do
getRandomCommentReplyFunction
cmntp4d3SwSR
IF
    • text is ai
      Workflow step icon
      ReplytoComment
      Workflow step icon
      Send a Private Reply
      Add Step
    • Is guide comment
      Workflow step icon
      ReplytoComment Guide
      Workflow step icon
      Send a Private Reply Guide
      Add Step
    • multi keyword match
      cmntdqJzLMYS
      Workflow step icon
      ReplytoCommentMultiKeyword
      Add Step
Continue from here
View Template

Automate Expense Report Approvals via Slack & QuickBooks

trigger
app icon
app icon
app icon
app icon
When
Default app icon
Google Forms
Runs Every 15 Minutes
Do
Workflow step icon
Send for Approval
IF
    • Send for Approval accept
      Workflow step icon
      Create Entry of expenses
      Add Step
    • Send for reject
      Workflow step icon
      Mail for Rejection
      Add Step
Continue from here
Workflow step icon
Add Expense Details
View Template

Automate Instagram DM Replies, Reactions, and Team Alerts

trigger
app icon
app icon
When
Default app icon
Instagram for Business
Instant Trigger
Do
convertTimestampToIST_Message_Time
Workflow step icon
Give Prompt and Get Structured Response
IF
    • has response
      Workflow step icon
      SendDMMessage
      Add Step
    • Notify team
      Workflow step icon
      SendMail
      Add Step
    • has react
      Workflow step icon
      SendDMMessage React
      Add Step
Continue from here
View Template

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Contact

New Contact

Triggers when you add a new contact

New Quote

New Quote

Triggers when a new quote is created

New Credit Note

New Credit Note

Triggers When A New Credit Note Is Created

New Purchase Order

New Purchase Order

Triggers when a new purchase order is created

New Bill

New Bill

Triggers When You Add A New Bill

New Bank Transaction

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

Create a Contact

Creates a new contact.

Create Project

Create Project

Creates a New Project For a Contact

Create Purchase Order

Create Purchase Order

Creates A New Purchase Order For A Contact

Create New Quote

Create New Quote

Creates a New Quote

Find a Purchase Order

Find a Purchase Order

Find a Purchase Order By Order Number Or Order ID

Find Invoice

Find Invoice

Finds An Invoice By Number Or Reference

We'll help you get started

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Frequently Asked Questions

How do I start an integration between Xero and Wbiztool?

To start, connect both your Xero and Wbiztool accounts to viaSocket. Once connected, you can set up a workflow where an event in Xero triggers actions in Wbiztool (or vice versa).

Can we customize how data from Xero is recorded in Wbiztool?

Absolutely. You can customize how Xero data is recorded in Wbiztool. This includes choosing which data fields go into which fields of Wbiztool, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Xero and Wbiztool?

The data sync between Xero and Wbiztool typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Xero to Wbiztool?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Xero and Wbiztool?

Yes, you can set conditional logic to control the flow of data between Xero and Wbiztool. 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.

Xero

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.

IT OperationsSales and CRM
Learn More
Wbiztool

About Wbiztool

Wbiz Tool is a comprehensive platform designed to streamline business operations and enhance productivity through a suite of tools tailored for small to medium-sized enterprises. It offers solutions for project management, team collaboration, and workflow automation, enabling businesses to optimize their processes and achieve their goals efficiently.

Business ManagementTaxes
Learn More

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