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How to connect Chatwork and Xero
Create a New Scenario to Connect Chatwork and Xero
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Chatwork, triggered by another scenario, or executed manually (for testing purposes). In most cases, Chatwork or Xero will be your first step. To do this, click "Choose an app," find Chatwork or Xero, and select the appropriate trigger to start the scenario.
Add the Chatwork Node
Select the Chatwork node from the app selection panel on the right.
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Configure the Chatwork
Click on the Chatwork node to configure it. You can modify the Chatwork URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Xero Node
Next, click the plus (+) icon on the Chatwork node, select Xero from the list of available apps, and choose the action you need from the list of nodes within Xero.
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Authenticate Xero
Now, click the Xero node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Xero settings. Authentication allows you to use Xero through Latenode.
Configure the Chatwork and Xero Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Chatwork and Xero Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Chatwork, Xero, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Chatwork and Xero integration works as expected. Depending on your setup, data should flow between Chatwork and Xero (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Chatwork and Xero
Xero + Chatwork + Slack: When a new sales invoice is created in Xero, its details are sent to a specified Chatwork group. Additionally, a notification is sent to a Slack channel for accounting review, ensuring visibility for the accounting team.
Xero + Google Sheets + Chatwork: When a new payment is recorded in Xero, the details are added as a new row in a Google Sheet for tracking purposes. A daily summary of these payments is then posted to a designated Chatwork group.
Chatwork and Xero integration alternatives
About Chatwork
Use Chatwork with Latenode to automate team notifications and tasks. Send messages based on triggers from your CRM, database, or other apps. Latenode's visual builder simplifies creating complex workflows. Reduce manual updates, keep your team informed, and improve response times by integrating Chatwork into automated processes.
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About Xero
Automate accounting tasks with Xero in Latenode. Sync invoices, track payments, and manage contacts within larger workflows. Use Latenode's visual editor to connect Xero data to other apps, like CRM or e-commerce platforms, triggering actions based on Xero events. Simplify reconciliation and reporting with customized automation.
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See how Latenode works
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FAQ Chatwork and Xero
How can I connect my Chatwork account to Xero using Latenode?
To connect your Chatwork account to Xero on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Chatwork and click on "Connect".
- Authenticate your Chatwork and Xero accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically send Xero invoice details to a Chatwork group?
Yes, you can! Latenode allows you to automate notifications with custom logic, ensuring your team stays informed about new invoices directly within Chatwork. Enjoy real-time updates and improved team coordination.
What types of tasks can I perform by integrating Chatwork with Xero?
Integrating Chatwork with Xero allows you to perform various tasks, including:
- Receive Chatwork notifications for new Xero invoices.
- Post Xero payment confirmations to a dedicated Chatwork channel.
- Create Xero contacts from new Chatwork message data.
- Send daily Xero sales summaries to a Chatwork room.
- Trigger Xero invoice creation based on Chatwork commands.
How do I handle errors in my Chatwork + Xero Latenode workflows?
Latenode offers robust error handling. Use conditional logic and error-handling blocks to manage failures and automatically retry or notify your team via Chatwork.
Are there any limitations to the Chatwork and Xero integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Advanced Xero reporting functions may require custom API calls.
- Chatwork file size limits apply to files shared via automation.
- Initial setup requires understanding of Xero and Chatwork permissions.
