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Airtable + Xero

Create records in Airtable from new credit notes in Xero

Manage your finances efficiently with this seamless workflow. When a new credit note is recorded in Xero, a record of it is immediately created in Airtable. This automation assists in keeping all your financial data organized and easily accessible in one place, minimizing manual data entry and improving data accuracy.

Manage your finances efficiently with this seamless workflow. When a new credit note is recorded in Xero, a record of it is immediately created in Airtable. This automation assists in keeping all your financial data organized and easily accessible in one place, minimizing manual data entry and improving data accuracy.

  1. When this happens...
    XeroXero
    New Credit Note

    Triggers when a new credit note is created.

    TriggerPolling
  2. automatically do this!
    AirtableAirtable
    Create Record

    Creates a new record with auto-populating fields.

    ActionWrite
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Supported triggers and actions

    • OrganizationRequired

    Trigger
    Polling
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    • OrganizationRequired

    Trigger
    Polling
    Try It
    • OrganizationRequired

    • Days OverdueRequired

    Trigger
    Polling
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    • OrganizationRequired

    • Status

    Trigger
    Polling
    Try It
    • OrganizationRequired

    • Status

    • Type

    Trigger
    Polling
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    • OrganizationRequired

    • Report TypeRequired

    Trigger
    Polling
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    • OrganizationRequired

    • Payment Type

    Trigger
    Polling
    Try It
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airtable logo

About Airtable

Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.

Related categories

xero logo
xero logo

About Xero

Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.

Related categories