Salesmsg + Xero Integrations
How to connect Salesmsg + Xero
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New Contact UnsubscribeTriggers when a contact has opted out or unsubscribed.Trigger- New Text Message ReceivedTriggers when a new text message is received.Trigger
- New Text Message SentTriggers when a new text message is sent.Trigger
- New ContactTriggers when you add a new contact.Trigger
- Missed Incoming Phone CallTriggers when an incoming phone call is missed.Trigger
- New Phone Call ReceivedTriggers when a phone call is received.Trigger
- Tag Added to ContactTriggers when a tag gets added to a contactTrigger
- Add Tag to ContactApplies a tag to an existing contact.Action
- Salesmsg
Creates a new note on a contact record.
Scheduled
Action
- Salesmsg
Creates a contact. Can be used to update a contact too.
Scheduled
Action
- Salesmsg
Creates and sends a group SMS to a group of contacts. (All contacts will see each others messages.)
Scheduled
Action
- Salesmsg
Identifies the number's carrier and what type of phone it is (landline, mobile, VoIP, or null).
Scheduled
Action
- Salesmsg
Removes a tag from a contact if they have it.
Scheduled
Action
- Salesmsg
Sends a new SMS or MMS text message.
Scheduled
Action
- Salesmsg
Unsubscribes a contact.
Scheduled
Action
- Salesmsg
Finds a person by first name, last name, email, or phone number.
Scheduled
Action
- Salesmsg
Finds a Salesmsg user by first name, last name, email, or phone number.
Scheduled
Action
- Salesmsg
Finds a person by first name, last name, email, or phone number.
Scheduled
Action
- Xero
Triggers when a new bank transaction is created.
Scheduled
Trigger
- Xero
Triggers when you add a new bill. (Accounts Payable)
Scheduled
Trigger
- Xero
Triggers when you add a new contact.
Scheduled
Trigger
- Xero
Triggers when you receive a new payment.
Scheduled
Trigger
- Xero
Triggers when a new purchase order is created or enters a status for the first time.
Scheduled
Trigger
- Xero
Triggers when a new quote is created.
Scheduled
Trigger
- Xero
Triggers when you add a new draft expense claim receipt.
Scheduled
Trigger
- Xero
Triggers when you add a new sales invoice. (Accounts Receivable)
Scheduled
Trigger
- Xero
Adds line items to an existing sales invoice.
Scheduled
Action
- Xero
Creates a new Spend/Receive Money bank transaction.
Scheduled
Action
- Xero
Transfers money between two bank accounts.
Scheduled
Action
- Xero
Creates a new contact or updates a contact if a contact already exists.
Scheduled
Action
- Xero
Creates a new quote draft.
Scheduled
Action
- Xero
Creates a new credit note for a contact.
Scheduled
Action
- Xero
Sends an invoice via email.
Scheduled
Action
- Xero
Creates a new bill (Accounts Payable).
Scheduled
Action
- Xero
Creates a new sales invoice (Accounts Receivable).
Scheduled
Action
- Xero
Applies a payment to an invoice.
Scheduled
Action
- Xero
Creates a new purchase order for a contact.
Scheduled
Action
- Xero
Finds a contact by name or account number.
Scheduled
Action
- Xero
Finds an invoice by number or reference.
Scheduled
Action
- Xero
Finds or creates a specific contact.
Scheduled
Action
How Salesmsg + Xero Integrations Work
- Step 1: Authenticate Salesmsg and Xero.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
Related categories
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