Xero integration with Birdeye
How to Create Birdeye customers from new Xero contacts
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 "Create Birdeye customers from new Xero contacts" 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 Birdeye integrations
Birdeye actions
Nekton can use any feature that is available in Birdeye API.
Using our advanced AI, you can easily create custom automations for Birdeye.
Here are some typical actions you can do in your automated workflows.
Create Invoice
Creates a new invoice in birdeye when invoice created in quickbooks
Create Customer
Creates a new customer for a specified business.
Mark Invoice as Paid
Mark a transaction as paid
New Canceled Invoice
Triggers when a payment request is canceled in birdeye
New Invoice
Triggers when a new invoice is created in birdeye
New Payment
Triggers when a new payment is created in birdeye
About Birdeye
Birdeye is an all-in-one customer experience platform. Over 80,000 businesses use Birdeye every day to attract new leads with Listings, Reviews and Referrals, convert them into customers with Webchat and Payments, and delight those customers with Surveys, Ticketing, and Insights - all in one place.