Connect Xero and Zoominfo
Integrate Xero with Zoominfo to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Xero + Zoominfo 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
Zoominfo
Automatically do this!
Enrich Company
Find Contacts
Enrich Contact
Find Companies
Find News Articles
Find Company by IP Address
Find Company Technologies
Enrich Org Chart Contacts
Find Similar Companies
Find Lookalike Contacts
Enrich Company with data from ZoomInfo when New Contact in Xero
Use this flowFind Contacts in Zoominfo when New Contact in Xero
Use this flowEnrich Contact with ZoomInfo when New Contact in Xero
Use this flowFind Companies in Zoominfo when New Contact in Xero
Use this flowFind News Articles on Zoominfo when New Contact in Xero
Use this flowFind Company by IP Address in Zoominfo when New Contact in Xero
Use this flowFind Company Technologies on ZoomInfo when New Contact in Xero
Use this flowEnrich Org Chart Contacts with Zoominfo when New Contact in Xero
Use this flowFind Similar Companies using ZoomInfo when New Contact in Xero
Use this flowFind Lookalike Contacts in ZoomInfo when New Contact in Xero
Use this flowSupported Triggers & Actions
Everything you can automate between Xero and Zoominfo.
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 Zoominfo
ZoomInfo is an AI-powered go-to-market (GTM) intelligence platform for B2B teams. It combines a large, verified database of companies and contacts with real-time buyer intent signals, org charts, firmographic and technographic insights, and workflow automation. Sales, marketing, recruiting, and RevOps teams use ZoomInfo for lead generation, prospecting, account segmentation, data enrichment, and campaign execution, with native integrations to leading CRMs, MAPs, and sales engagement tools.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Xero and Zoominfo 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 Zoominfo 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 Zoominfo. No coding required.
Yes. You can set up a workflow where Xero triggers actions in Zoominfo, and a separate workflow where Zoominfo 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 Zoominfo. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Xero and Zoominfo integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
