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Airtable + Xero

Create advanced records in Airtable for every new reconciled payment in Xero

Make your financial workload lighter with this workflow between Xero and Airtable. Whenever a new payment is reconciled in Xero, this process is designed to create advanced records in your Airtable base. Not only does this save time by reducing manual data entry, but it also ensures that your payment records are always up to date and easily accessible. Take advantage of this easy way to organize your financial data.

Make your financial workload lighter with this workflow between Xero and Airtable. Whenever a new payment is reconciled in Xero, this process is designed to create advanced records in your Airtable base. Not only does this save time by reducing manual data entry, but it also ensures that your payment records are always up to date and easily accessible. Take advantage of this easy way to organize your financial data.

  1. When this happens...
    XeroXero
    New Reconciled Payment

    Triggers when a payment is reconciled for the first time.

    TriggerPolling
  2. automatically do this!
    AirtableAirtable
    Create Records (Advanced)

    Create up to 10 new records (supports line items).

    ActionWrite
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Supported triggers and actions

    • OrganizationRequired

    Trigger
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    • OrganizationRequired

    Trigger
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    • OrganizationRequired

    • Days OverdueRequired

    Trigger
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    • OrganizationRequired

    • Status

    Trigger
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    • OrganizationRequired

    • Status

    • Type

    Trigger
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    • OrganizationRequired

    • Report TypeRequired

    Trigger
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    • OrganizationRequired

    • Payment Type

    Trigger
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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.

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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.

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