Xero integration with FireHawkCRM
How to Send new Xero payments to FireHawkCRM for payment
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 "Send new Xero payments to FireHawkCRM for payment" 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 FireHawkCRM integrations
FireHawkCRM actions
Nekton can use any feature that is available in FireHawkCRM API.
Using our advanced AI, you can easily create custom automations for FireHawkCRM.
Here are some typical actions you can do in your automated workflows.
Create Payment
Creates a Payment against an invoice
Create Task
Creates a new task
Find Payment
Find existing payments
Create Client
Creates a new client
Create Project
Creates a Project
Find Invoice
Find invoice by invoice number
About FireHawkCRM
FireHawkCRM is great for small business. We help you look after your customers, so they’ll tell the world how good you are! Quotes, Invoices, Email and File sharing all in one neat little package.