Xero integration with Digest by Nekton
How to Get a summary of new payments from Xero delivered to you via Slack daily, weekly or monthly
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 "Get a summary of new payments from Xero delivered to you via Slack daily, weekly or monthly" 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 Xero integrations
Use Xero with Nekton to take the repetitive, manual tasks out of accounting work. When events happen in other apps—like new orders created in Stripe—Nekton can automatically create invoices and update customer info in Xero. And when there are new bills or payments in Xero, you can set up Nekton integrations to send out emails, update your CRM, or perform thousands of other actions within the 1,000+ supported apps.
Xero actions
Nekton can use any feature that is available in Xero API.
Using our advanced AI, you can easily create custom automations for Xero.
Here are some typical actions you can do in your automated workflows.
Create Bank Transaction
Creates a new Spend/Receive Money bank transaction.
Create/Update Contact
Creates a new contact or updates a contact if a contact already exists.
Create Credit Note
Creates a new credit note for a contact.
Create Bill
Creates a new bill (Accounts Payable).
Create Payment
Applies a payment to an invoice.
App Extensions (Beta)
Performs an API call using an App Extension (Beta) entry, which you can select or create, later within this Flow's setup. App Extensions (Beta) can be reused across multiple flows and are managed centrally through the App Extensions (Beta) builder.
About Xero
Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.