Xero integration with App4Legal
How to Record App4Legal payments for new Xero payments
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Record App4Legal payments for new Xero payments" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate App4Legal integrations
App4Legal actions
Nekton can use any feature that is available in App4Legal API.
Using our advanced AI, you can easily create custom automations for App4Legal.
Here are some typical actions you can do in your automated workflows.
Find Invoice
Finds an invoice
Create Invoice Payment
Creates an Invoice Payment
New Invoice
Triggers when a new invoice is created.
About App4Legal
App4Legal is a complete practice management software for all legal practitioners.