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How to connect Nimble and Xero
Create a New Scenario to Connect Nimble 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 Nimble, triggered by another scenario, or executed manually (for testing purposes). In most cases, Nimble or Xero will be your first step. To do this, click "Choose an app," find Nimble or Xero, and select the appropriate trigger to start the scenario.
Add the Nimble Node
Select the Nimble node from the app selection panel on the right.
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Add the Xero Node
Next, click the plus (+) icon on the Nimble 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 Nimble 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 Nimble 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 Nimble, 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 Nimble and Xero integration works as expected. Depending on your setup, data should flow between Nimble 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 Nimble and Xero
Nimble + Xero + Slack: When a new contact is created in Nimble, a corresponding customer is automatically created in Xero. A notification is then sent to a designated Slack channel to inform the sales team about the new customer.
Xero + Google Sheets + Nimble: When a new sales invoice is created in Xero, the details are logged to a Google Sheet. A related contact entry is then automatically created in Nimble, ensuring all customer information is synchronized across platforms.
Nimble and Xero integration alternatives
About Nimble
Use Nimble within Latenode to enrich contact data and automate outreach. Update your CRM, personalize emails, and trigger follow-ups based on engagement—all visually. Latenode handles the workflow logic and scale, while Nimble provides targeted contact intelligence for smarter automation.
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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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FAQ Nimble and Xero
How can I connect my Nimble account to Xero using Latenode?
To connect your Nimble account to Xero on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Nimble and click on "Connect".
- Authenticate your Nimble and Xero accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate invoice creation upon deal closing?
Yes, you can! Latenode's visual editor lets you trigger Xero invoice creation directly from Nimble deal stage changes. Save time and ensure accurate billing with this automation.
What types of tasks can I perform by integrating Nimble with Xero?
Integrating Nimble with Xero allows you to perform various tasks, including:
- Automatically creating new Xero contacts from new Nimble contacts.
- Updating customer details in Xero when they change in Nimble.
- Generating Xero invoices upon successful deal closure in Nimble.
- Syncing payment statuses from Xero to custom fields in Nimble.
- Creating personalized reports combining Nimble and Xero data.
How secure is my data when connecting Nimble and Xero via Latenode?
Latenode uses industry-standard encryption and security protocols to protect your data during the Nimble and Xero integration process.
Are there any limitations to the Nimble and Xero integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time syncing depends on Nimble and Xero API availability.
- Complex data transformations may require JavaScript coding.
- Large data volumes can impact workflow execution speed.
