Xero integration with Robly
How to Add new Xero contacts to Robly
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 Xero contacts to Robly" 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 Robly integrations
Robly actions
Nekton can use any feature that is available in Robly API.
Using our advanced AI, you can easily create custom automations for Robly.
Here are some typical actions you can do in your automated workflows.
Create List
Creates a new list.
Remove Contact From a List
Removes a Contact from List.
Update Full Contact Details
Update Full Contact Details – including Sub Lists.
Add Contact to a List
Adds an existing contact to a list.
Create Contact
Adds a new contact.
Unsubscribe Contact
Unsubscribes a contact.
About Robly
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