Elevate integration with Xero
How to Add new Elevate customers as 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
-
Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add new Elevate customers as 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 Elevate integrations
Elevate actions
Nekton can use any feature that is available in Elevate API.
Using our advanced AI, you can easily create custom automations for Elevate.
Here are some typical actions you can do in your automated workflows.
New Customer
Triggers when a new customer is created.
Updated Customer
Triggers when a customer is updated.
About Elevate
Elevate is a subscription billing solution