Socially Versed + Xero Integration

Connect Socially Versed to Xero in 1 click

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1.
  • Socially Versed
    Form response is created in Socially Versed Instant
  • Socially Versed
    Contact is created or updated in Socially Versed Instant
  • Socially Versed
    Booking is created in Socially Versed Instant
  • Socially Versed
    Order is created in Socially Versed Instant
  • Socially Versed
    Order is updated in Socially Versed Instant
  • Socially Versed
    Product is created in Socially Versed Instant
  • Socially Versed
    Product is updated in Socially Versed Instant
  • Xero
    Contact is created/updated in Xero
  • Xero
    Contact (supplier) in Xero
  • Xero
    Sales Invoice is created/updated in Xero
  • Xero
    Expense claim receipt is created/updated in Xero
  • Xero
    Payment is created/updated in Xero
  • Xero
    Quote is created/updated in Xero
  • Xero
    Account is created/updated in Xero
  • Xero
    Item is created/updated in Xero
  • Xero
    Purchase Order is created/updated in Xero
  • Xero
    Bill is created/updated in Xero
  • Xero
    Bank Transfer is created in Xero
  • Xero
    Journal is created in Xero
  • Xero
    Bank Transaction is created/updated in Xero
  • Xero
    User is created/updated in Xero
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2.

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Ready Workflows Ready Workflows   for Socially Versed + Xero Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Socially Versed + Xero Integration

Create Xero sales invoice for new Socially Versed order

As soon as you receive a new Socially Versed order, you need to generate a corresponding sales invoice so that you can get paid. With this Socially Versed - Xero integration, a new sales invoice will be created in your Xero software automatically. This way, you can get paid faster and avoid having to manually create sales invoices for each new Socially Versed order.

Plus, it saves you time by eliminating the need to manually create sales invoices. Set up the integration such that the sales invoice includes all the necessary details such as the order amount, customer information, and other relevant details.

By having this process automated, it will help you get paid faster and more efficiently. Additionally, it will help to keep your accounting records organized and up-to-date. Consequently, this will save you time and hassle in the long run.

So go ahead and activate this integration today to start streamlining your workflow and saving time on accounting. Thank us later!
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Socially Versed + Xero Integration

Create Xero sales invoice for new Socially Versed event

If you're a professional who works on one-to-one basis and uses Socially Versed to manage your events, you may want to create an sales invoice in Xero when an event is created. This way, you can keep track of who has paid and make sure everything gets logged properly in your accounting software.

But manually creating sales invoice can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an event is created, it will trigger a corresponding sales invoice in Xero.

This can save you time when creating sales invoice and tracking payments for your events.
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Xero + Socially Versed Integration

Create Socially Versed contact for new Xero contact

If you're using Xero to manage your sales leads, it's important to also use Socially Versed to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Xero, a corresponding contact will automatically be created in Socially Versed.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Socially Versed + Xero Integration

Create Xero task for new Socially Versed form response

It's important to stay on top of your customer relationships, and one way to do that is to create Xero tasks for new Socially Versed form responses received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Xero task for new Socially Versed form response received today - your customers will thank you for it!
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Socially Versed + Xero Integration

Create Xero task for new Socially Versed contact

Xero and Socially Versed are two powerful cloud-based tools that can be used to improve business productivity. Using this Xero - Socially Versed integration, you can automatically create task in Xero whenever a new contact is created in Socially Versed.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
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Socially Versed + Xero Integration

Create Xero task for new Socially Versed event

Creating task in Xero is a great way to keep track of task that need to be completed when an event is created in your Socially Versed account.

With the help of this integration, when an event is created, a task will be automatically created in Xero and will include the details of the event (name, email address, etc.).

This makes it easy to keep track of any task that need to be completed related to the new event. You can then simply assign the task to someone on your team and they can get started!
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Automations

Top 10 Most Popular Socially Versed Automations from
Integrately Community

Just click on the workflow you want to automate

Socially Versed logo
Notion logo
Create Notion database item for new Socially Versed form response
Activate
Socially Versed logo
CompanyHub logo
Create CompanyHub record for new Socially Versed form response
Socially Versed logo
Salesforce logo
Create Salesforce record for new Socially Versed form response
Socially Versed logo
Zoho CRM logo
Create Zoho CRM module for new Socially Versed form response
Socially Versed logo
Stackby logo
Create Stackby row for new Socially Versed form response
Socially Versed logo
Notion logo
Create Notion database item for new Socially Versed form response
Activate
Socially Versed logo
CompanyHub logo
Create CompanyHub record for new Socially Versed form response
Socially Versed logo
Salesforce logo
Create Salesforce record for new Socially Versed form response
Socially Versed logo
Zoho CRM logo
Create Zoho CRM module for new Socially Versed form response
Socially Versed logo
Stackby logo
Create Stackby row for new Socially Versed form response
Socially Versed logo
sendSMS logo
Send sendSMS message for new Socially Versed event
Socially Versed logo
Braintree logo
Create Braintree customer from new Socially Versed form response
Socially Versed logo
Fluid Pay logo
Create Fluid Pay contact from new Socially Versed form response
Socially Versed logo
Quickblog logo
Create Quickblog post for new Socially Versed form response
Socially Versed logo
Brilliant Directories logo
Create Brilliant Directories post for new Socially Versed form response
Socially Versed logo
sendSMS logo
Send sendSMS message for new Socially Versed event
Socially Versed logo
Braintree logo
Create Braintree customer from new Socially Versed form response
Socially Versed logo
Fluid Pay logo
Create Fluid Pay contact from new Socially Versed form response
Socially Versed logo
Quickblog logo
Create Quickblog post for new Socially Versed form response
Socially Versed logo
Brilliant Directories logo
Create Brilliant Directories post for new Socially Versed form response

Top 10 Most Popular Xero Automations from
Integrately Community

Most popularmost-popular-automations
01
ThriveCart logo
Xero logo
Create Xero sales invoice for new ThriveCart purchase
02
Amelia logo
Xero logo
Create Xero sales invoice for new Amelia booking
03
Xero logo
WhatsApp logo
Send WhatsApp message for new Xero payment
04
Xero logo
Clockify logo
Create Clockify project from new Xero account
05
Zoho Books logo
Xero logo
Create Xero sales invoice for new Zoho Books sales invoice
cloud
Xero
app integration
06
MySQL logo
Xero logo
Create Xero sales invoice from new row MySQL
07
Xero logo
Gmail logo
Send Gmail email for new Xero payment
08
Google Sheets logo
Xero logo
Create Xero sales invoice from new row Google Sheets
09
Invoice Ninja logo
Xero logo
Create Xero sales invoice for new Invoice Ninja invoice
10
Microsoft Excel logo
Xero logo
Create Xero sales invoice from new row Microsoft Excel
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Socially Versed
Socially Versed
Socially Versed specializes in developing custom digital solutions that help small businesses and brands grow. From website design and development to social media marketing and beyond, they can build a plan that fits your needs and budget.
Xero
Xero
Xero lets you do your books from anywhere - on the go, at home or in a store. It's easy to track and manage your business finances with critical accounting features that automatically update so you always know where you stand.