How SONIQ connects to Xero
Full bidirectional REST API integration. Contact lookup on inbound calls, automatic call logging, record updates, and post-call sync happen in real time.
Push events from SONIQ to this system the moment they happen — missed call, voicemail, call ended, agent disposition. Trigger automations without polling.
The instant an inbound call arrives, SONIQ matches the caller's number against this system and surfaces the record on screen before the agent picks up.
Connect once via OAuth 2.0. No passwords stored. Revoke access at any time from either side. Credentials are encrypted at rest.
Screen pop
The moment an inbound call arrives, SONIQ matches the caller's number against Xeroand surfaces the most relevant data — before the agent picks up. Typical lookup time under 300ms.
+44 7700 900 123
Matched in Xero
What you can do with SONIQ + Xero
Customer name, outstanding invoices, credit limit and account manager shown on ring
Payment status and account history surfaced to collections or account teams
Post-call payment arrangements or follow-ups logged automatically
Overdue accounts flagged to agents before they answer
Data accessed
SONIQ requests only the minimum scopes needed. All data is processed in transit and never stored on SONIQ servers beyond the active call session.
Connect SONIQ to Xero
See the screen pop, CRM sync, and AI call actions live — configured for your exact setup.
Book a free demo Try the live demoConnection methods
