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How to connect Contacts+ and Xero
Create a New Scenario to Connect Contacts+ 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 Contacts+, triggered by another scenario, or executed manually (for testing purposes). In most cases, Contacts+ or Xero will be your first step. To do this, click "Choose an app," find Contacts+ or Xero, and select the appropriate trigger to start the scenario.
Add the Contacts+ Node
Select the Contacts+ node from the app selection panel on the right.
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Configure the Contacts+
Click on the Contacts+ node to configure it. You can modify the Contacts+ 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 Contacts+ 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 Contacts+ 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 Contacts+ 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 Contacts+, 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 Contacts+ and Xero integration works as expected. Depending on your setup, data should flow between Contacts+ 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 Contacts+ and Xero
Contacts+ + Xero + Slack: When a new contact is added in Contacts+, a corresponding customer is created in Xero. Subsequently, a notification is sent in Slack to inform the team about the new customer.
Xero + Contacts+ + Mailchimp: When a new invoice is created in Xero, the client is added to Contacts+ and subsequently added to a specified list in Mailchimp for marketing purposes.
Contacts+ and Xero integration alternatives
About Contacts+
Use Contacts+ in Latenode to centralize contact data across platforms. Automate cleaning, deduplication, and enrichment processes. Sync updated contact details to your CRM or marketing tools. Latenode lets you build flexible flows and custom logic to manage contacts more efficiently and without manual data entry.
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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 Contacts+ and Xero
How can I connect my Contacts+ account to Xero using Latenode?
To connect your Contacts+ account to Xero on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Contacts+ and click on "Connect".
- Authenticate your Contacts+ and Xero accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Xero invoices from new Contacts+ contacts?
Yes, you can! Latenode allows you to automate invoice creation in Xero whenever a new contact is added to Contacts+, saving you time with a fully customizable workflow.
What types of tasks can I perform by integrating Contacts+ with Xero?
Integrating Contacts+ with Xero allows you to perform various tasks, including:
- Automatically create new Xero contacts from Contacts+ entries.
- Update existing Xero contact information from Contacts+ changes.
- Generate Xero invoices when a Contacts+ contact reaches a milestone.
- Sync contact details between Contacts+ and Xero in real-time.
- Trigger custom notifications based on Contacts+ and Xero data.
How secure is my Contacts+ data when using Latenode integration?
Latenode employs robust security measures, including encryption and secure authentication, to protect your Contacts+ data during integration and workflow execution.
Are there any limitations to the Contacts+ and Xero integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom field mappings may require JavaScript code blocks.
- Rate limits imposed by Contacts+ and Xero APIs may affect performance.
- Real-time synchronization depends on the frequency of API polling.
