Socially Versed + Xero Integration

Connect Socially Versed to Xero - Automate your workflows in 1-click

Set up Socially Versed automations to send personalized campaigns, capture leads from various sources, and track campaign performance. Set up Xero automations to simplify your bookkeeping, improve cash flow, track all your finances & transactions in one place, and get better financial insights. And automate all the repetitive tasks between Socially Versed & Xero using Integrately.

Get Started For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Ready Workflows For Socially Versed + Xero Integration

Just click on the workflow you want to automate

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.

Activate

Create Socially Versed contact for new Xero sales invoice

Xero + Socially Versed Integration

Activate

Update Socially Versed contact from new Xero contact

Xero + Socially Versed Integration

Activate

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!

Activate

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!

Activate

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.

Activate

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!

Activate

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!

Activate

Create Xero task for new Socially Versed order

Socially Versed + Xero Integration

Activate

1of1

Create Your Own Socially Versed & Xero Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Form response is created in Socially Versed
Triggers the automation whenever a form is filled
Instant
Contact is created or updated in Socially Versed
Triggers the automation whenever a contact is created or updated
Instant
Booking is created in Socially Versed
Triggers the automation whenever a new booking is created
Instant
Order is created in Socially Versed
Triggers the automation whenever a new order is created
Instant
Order is updated in Socially Versed
Triggers the automation whenever any order is updated
Instant
Product is created in Socially Versed
Triggers the automation whenever a new product is created
Instant
Product is updated in Socially Versed
Triggers the automation whenever a product is updated
Instant
Contact is created/updated in Xero
Triggers the automation whenever a supplier contact is created or updated
Contact (supplier) in Xero
Automatically generates a bank transaction
Sales Invoice is created/updated in Xero
Triggers the automation whenever a sales invoice is created or updated
Expense claim receipt is created/updated in Xero
Triggers the automation whenever any expense claim receipt is created or updated
Payment is created/updated in Xero
Quote is created/updated in Xero
Triggers the automation whenever a quote is created or updated
Account is created/updated in Xero
Automatically attach files or documents to contact profiles
Item is created/updated in Xero
Triggers the automation whenever a new journal is added
Purchase Order is created/updated in Xero
Triggers the automation whenever a purchase order is created or updated
Bill is created/updated in Xero
Triggers the automation whenever a contact is created or updated
Bank Transfer is created in Xero
Triggers the automation whenever a bank transfer occurs
Journal is created in Xero
Triggers the automation whenever a payment is created or updated
Bank Transaction is created/updated in Xero
Triggers the automation whenever a bank transaction is created or updated
User is created/updated in Xero
Triggers the automation whenever a user is created or updated

Update contact in Socially Versed
Automatically updates contact information with new details
Search contact in Socially Versed
Automatically finds and retrieves contact information
Delete contact in Socially Versed
Automatically removes a contact from the address book
Create contact in Socially Versed
Automatically adds a new contact to the database
Create product in Socially Versed
Automatically generates and launch new products
Update product in Socially Versed
Automatically updates product information
Update member in Socially Versed
Automatically updates a member's information
Search product in Socially Versed
Automatically searches for a product
Create member in Socially Versed
Automatically adds a new member to the system
Delete member in Socially Versed
Automatically removes a member from the system
Create member group in Socially Versed
Automatically creates a new group of members
Update member group in Socially Versed
Automatically updates the particular member group
Delete member group in Socially Versed
Automatically deletes a member group
Get online invoice URL in Xero
Update invoice items in Xero
Automatically updates the items in an invoice
Create item code in Xero
Automatically generates new unique item code
Add attachment to purchase order in Xero
Automatically uploads and attach files to purchase orders
Add attachment to contact in Xero
Create task in Xero
Automatically creates a new task
Create project in Xero
Automatically generates a purchase order for approved requests
Add attachment to invoice in Xero
Automatically attach files to generated invoices for easy reference
Create sales invoice in Xero
Automatically generates a new sales invoice with pre-filled details
Create sales invoice for existing contact in Xero
Automatically generates a new sales invoice for an existing contact
Search sales invoice in Xero
Get sales invoice by id in Xero
Automatically retrieves a sales invoice using the unique invoice ID
Create contact in Xero
Automatically adds a new contact to the database
Search contact by email address in Xero
Automatically find information about a contact using the name
Search contact by name in Xero
Automatically locate and retrieve particular item information
Update contact in Xero
Automatically updates contact information with new details
Search contact by account number in Xero
Automatically retrieves contact information based on the provided account number
Create payment in Xero
Automatically creates a new project
Create quote in Xero
Automatically generates a new quote with pre-filled information
Create bill in Xero
Automatically generates a new bill for the customer
Create purchase order in Xero
Add items to existing sales invoice in Xero
Automatically adds selected items to an existing sales invoice
Send sales invoice by email in Xero
Automatically sends a sales invoice by email
Search item in Xero
Automatically searches for a sales invoice
Create bank transfer in Xero
Automatically initiate a bank transfer
Create credit note in Xero
Automatically generates a credit note for returned items
Create bank transaction in Xero
Search account in Xero
Automatically searches for account information

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

See Pricing

Integrate Socially Versed & Xero In 1 Click
And Save Time & Money Both

Integrately is the only automation solution you will ever need. With 1200+ apps and 20 million+ ready 1-click automations, Integrately can automate almost any task from your workflow. Plus, our AI automation builder and 24/5 live chat support make it easy to get started. To top it off, you get a free forever plan. Sign up for Integrately now & start automating!

Want to automate something else in your workflow?

You Can Also Connect Socially Versed or Xero With 1200+ Other Apps

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.

See Socially Versed Integrations

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.

See Xero Integrations

❤Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2

Connect Socially Versed + Xero Now

In Just 1 Click!

ProductHunt

Most upvoted product of the month

▲ 2000+

Socially Versed + Xero Integration

Connect Socially Versed to Xero - Automate your workflows in 1-click

Ready Workflows For Socially Versed + Xero Integration

Create Socially Versed contact for new Xero contact

Create Socially Versed contact for new Xero sales invoice

Update Socially Versed contact from new Xero contact

Create Xero task for new Socially Versed form response

Create Xero sales invoice for new Socially Versed order

Create Xero sales invoice for new Socially Versed event

Create Xero task for new Socially Versed contact

Create Xero task for new Socially Versed event

Create Xero task for new Socially Versed order

Create Your Own Socially Versed & Xero Integration Without Any Code

Integrate Socially Versed & Xero In 1 Click
And Save Time & Money Both

Want to automate something else in your workflow?

You Can Also Connect Socially Versed or Xero With 1200+ Other Apps

❤Trusted by 42,000+ Customers

Automate Your Tedious Tasks
With A Single Click.

It's so easy a caveman could do it.

Socially Versed + Xero Integration

Connect Socially Versed to Xero - Automate your workflows in 1-click

Ready Workflows For Socially Versed + Xero Integration

Create Your Own Socially Versed & Xero Integration Without Any Code

Integrate Socially Versed & Xero In 1 Click And Save Time & Money Both

Want to automate something else in your workflow?

You Can Also Connect Socially Versed or Xero With 1200+ Other Apps

❤Trusted by 42,000+ Customers

Automate Your Tedious Tasks With A Single Click.

It's so easy a caveman could do it.

Integrate Socially Versed & Xero In 1 Click
And Save Time & Money Both

Automate Your Tedious Tasks
With A Single Click.