LockedOn integration with Xero
How to Create invoices in Xero for new property status changes in LockedOn
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 invoices in Xero for new property status changes in LockedOn" 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 LockedOn integrations
LockedOn actions
Nekton can use any feature that is available in LockedOn API.
Using our advanced AI, you can easily create custom automations for LockedOn.
Here are some typical actions you can do in your automated workflows.
Create Inspection
Creates an Inspection
Create Enquiry
Creates an Enquiry
New Client
Triggers when a new client is created.
New Enquiry
Triggers when a new enquiry is created.
Property Status Change
Triggers when a property status changes or a property is created/deleted.
New Contact
Triggers when a new contact is created.
About LockedOn
LockedOn is a feature-rich, automated real estate CRM and marketing platform built to help real estate agents list and sell.