Connect Xero to Sociocs

Both apps 39Xero 30Sociocs 9

• Trigger
  New bill

  Triggered when a new bill (ACCPAY) is added.

• Trigger
  New or updated contact

  Triggered when a contact is created or updated.

• Trigger
  New payment

  Triggered when a new payment is received.

• Trigger
  New sales invoice

  Triggered when a new sales invoice (ACCREC) is added.

• Action
  Add account

  Create a chart of accounts entry.

• Action
  Add credit note

  Create a credit note.

• Action
  Add item

  Create an inventory/sales item.

• Action
  Add purchase order

  Create a purchase order.

• Action
  Add quote

  Create a quote.

• Action
  Create bank transaction

  Create a spend or receive money bank transaction.

• Action
  Create bill

  Create a new bill (Accounts Payable, Type=ACCPAY).

• Action
  Create or update contact

  Create a new contact or update an existing one.

• Action
  Create payment

  Create a payment against an approved invoice.

• Action
  Create sales invoice

  Create a new sales invoice (Accounts Receivable, Type=ACCREC).

• Action
  Find contact by email

  Find a contact by email address.

• Action
  Get contact

  Retrieve a single contact by ContactID.

• Action
  Get invoice

  Retrieve a single invoice by InvoiceID.

• Action
  Get quote

  Returns one quote by its id, with its contact, status, line items and totals.

• Action
  List accounts

  Retrieve the chart of accounts.

• Action
  List bank transactions

  List bank transactions.

• Action
  List contacts

  Retrieve contacts from Xero.

• Action
  List credit notes

  List credit notes.

• Action
  List invoices

  Retrieve sales invoices and bills.

• Action
  List items

  List items.

• Action
  List organisations

  Retrieve organisation details for the connected Xero tenant.

• Action
  List payments

  Retrieve payments.

• Action
  List purchase orders

  List purchase orders.

• Action
  List tax rates

  List tax rates.

• Action
  Update contact

  Update a contact by id.

• Action
  Update invoice

  Update a draft/submitted invoice.

• Action
  Add Contact

  Adds a contact by phone number, optionally to a contact list. If the phone number already exists, the existing contact is overwritten.

• Action
  Add contact list

  Creates a new contact list in Sociocs.

• Action
  Delete contact

  Deletes a contact identified by its phone number.

• Action
  Find contacts by criteria

  Searches contacts by partial or full name or phone number and returns up to 20 matches, most relevant first.

• Action
  Get contact

  Returns a Sociocs contact looked up by phone number.

• Action
  List contact lists

  Returns all contact lists in your Sociocs account.

• Action
  List contacts

  Returns the contacts in your Sociocs account, either all contacts or those in a specific contact list.

• Action
  List team members

  Returns all the team members in your Sociocs account.

• Action
  Update contact

  Updates an existing contact's name, country dial code or custom fields, identified by phone number.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.