Xero integration with Workbooks CRM
How to Create tasks in Workbooks CRM when new payments are received in Xero
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 tasks in Workbooks CRM when new payments are received in Xero" 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 Workbooks CRM integrations
Workbooks CRM actions
Nekton can use any feature that is available in Workbooks CRM API.
Using our advanced AI, you can easily create custom automations for Workbooks CRM.
Here are some typical actions you can do in your automated workflows.
Perform Dynamic Lookup
Looks up values using a Dynamic Lookup Item.
Create Marketing Campaign Member Status
Adds a new member status to a Marketing Campaign.
Create Marketing Campaign
Creates a new Marketing Campaign.
Create Customer Order and Line Items
Creates a new Customer Order and Line Items
Create Person
Creates a new Person.
Create Task
Creates a new task.
About Workbooks CRM
Workbooks CRM helps businesses run better by joining up marketing, sales, finance and service teams with a single cloud-based solution.