Xero integration with Yeeflow
How to Add new Xero contacts to Yeeflow lists
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
-
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 Yeeflow lists" 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 Yeeflow integrations
Yeeflow actions
Nekton can use any feature that is available in Yeeflow API.
Using our advanced AI, you can easily create custom automations for Yeeflow.
Here are some typical actions you can do in your automated workflows.
Add an Item to a List
Add an item to a list
Find Items
Find items in a list
Update Item
Update an item in a list
New Item
Triggers when an item is created.
Deleted Item
Triggers when an item is deleted.
New or Updated Item
Triggers when an item is created or modified.
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