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Booqable + Xero

Create new Booqable customers from new Xero contacts

Streamline customer management across your platforms with this efficient workflow. When you add a new contact in Xero, it will create a corresponding customer profile in Booqable. This saves you time on data entry, ensuring your customer records are consistent and up-to-date in both systems.

Streamline customer management across your platforms with this efficient workflow. When you add a new contact in Xero, it will create a corresponding customer profile in Booqable. This saves you time on data entry, ensuring your customer records are consistent and up-to-date in both systems.

  1. When this happens...
    XeroXero
    New Contact

    Triggers when you add a new contact.

    TriggerScheduled
  2. automatically do this!
    BooqableBooqable
    Create Customer

    Create a new customer.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • OrganizationRequired

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Payment Type

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Quote Status

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Status

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Status

    • Type

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Purchase Order Status

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    Trigger
    Scheduled
    Try It
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About Booqable

Booqable is cloud-based rental software to manage your business and accept online bookings.
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Related categories

  • CRM (Customer Relationship Management)

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