OrbisX integration with Xero
How to Add new OrbisX expenses to Xero as bills
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 "Add new OrbisX expenses to Xero as bills" 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 OrbisX integrations
OrbisX actions
Nekton can use any feature that is available in OrbisX API.
Using our advanced AI, you can easily create custom automations for OrbisX.
Here are some typical actions you can do in your automated workflows.
Create Client
Creates a new client.
Create Expense
Creates a new expense.
Update Lead
Updates a new lead
Find Leads
Finds a Lead in OrbisX
Find or Create a Lead
Finds a Lead in OrbisX
Create Event
Creates a new event.
About OrbisX
OrbisX is an all-in-one CRM solution for detailers, tinters and automotive service providers