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How to connect JustCall and Xero
Create a New Scenario to Connect JustCall and Xero
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a JustCall, triggered by another scenario, or executed manually (for testing purposes). In most cases, JustCall or Xero will be your first step. To do this, click "Choose an app," find JustCall or Xero, and select the appropriate trigger to start the scenario.
Add the JustCall Node
Select the JustCall node from the app selection panel on the right.
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Configure the JustCall
Click on the JustCall node to configure it. You can modify the JustCall URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Xero Node
Next, click the plus (+) icon on the JustCall node, select Xero from the list of available apps, and choose the action you need from the list of nodes within Xero.
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Authenticate Xero
Now, click the Xero node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Xero settings. Authentication allows you to use Xero through Latenode.
Configure the JustCall and Xero Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the JustCall and Xero Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Trigger on Webhook
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Save and Activate the Scenario
After configuring JustCall, Xero, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the JustCall and Xero integration works as expected. Depending on your setup, data should flow between JustCall and Xero (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect JustCall and Xero
JustCall + Xero + Slack: When a new contact is created in JustCall, the automation creates a corresponding contact in Xero. Then, a notification is sent to a designated Slack channel to inform the sales team.
Xero + JustCall + Google Sheets: When a new payment is recorded in Xero, the automation finds or creates the contact in JustCall and logs the call to Google Sheets. If payment is overdue, call customer via JustCall and log in Google Sheets.
JustCall and Xero integration alternatives
About JustCall
Use JustCall in Latenode to automate call workflows: trigger calls based on CRM updates, send SMS follow-ups, and log call data. Latenode adds visual flow control, custom logic, and data enrichment missing in basic JustCall setups. Create complex, scalable call-centric processes with no-code tools and flexible JavaScript.
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About Xero
Automate accounting tasks with Xero in Latenode. Sync invoices, track payments, and manage contacts within larger workflows. Use Latenode's visual editor to connect Xero data to other apps, like CRM or e-commerce platforms, triggering actions based on Xero events. Simplify reconciliation and reporting with customized automation.
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FAQ JustCall and Xero
How can I connect my JustCall account to Xero using Latenode?
To connect your JustCall account to Xero on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select JustCall and click on "Connect".
- Authenticate your JustCall and Xero accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Xero invoices from JustCall call data?
Yes, you can! Latenode lets you trigger invoice creation in Xero based on call events in JustCall, saving time and ensuring accurate billing with our powerful, visual automation.
What types of tasks can I perform by integrating JustCall with Xero?
Integrating JustCall with Xero allows you to perform various tasks, including:
- Creating a new Xero contact when a new contact is added in JustCall.
- Updating a Xero contact when contact details change in JustCall.
- Generating Xero invoices based on completed calls in JustCall.
- Logging JustCall call details as notes against Xero contacts.
- Sending SMS confirmations via JustCall upon invoice creation in Xero.
How can I handle errors during JustCall Xero data synchronization?
Latenode provides robust error handling. Configure notifications or retry failed tasks, ensuring data accuracy and process stability.
Are there any limitations to the JustCall and Xero integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data synchronization might experience minor delays.
- Complex custom fields in either app may require advanced configuration.
- Large data volumes could impact processing time and require optimization.
