Connect Xero and Woovi to Build Intelligent Automations

Choose a Trigger

Xero

When this happens...

Choose an Action

Woovi

Automatically do this!

Ready to use Xero and Woovi automations

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 or Update Contact

Create or Update 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

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Frequently Asked Questions

How do I start an integration between Xero and Woovi?

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

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

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

How often does the data sync between Xero and Woovi?

The data sync between Xero and Woovi 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 Woovi?

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 Woovi?

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

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Woovi

About Woovi

Woovi makes it easy to create instant payments — including charges, subscriptions, PIX payments, and webhooks. Build faster, simplify workflows, and increase your revenue with seamless Woovi automation in ViaSocket.

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