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Actionstep + Xero

Add new Actionstep contacts to Xero

With this integration, when you create a new contact in Actionstep, a matching one will be created in Xero. This eliminates the need for double entry in both applications. Remember this is an example and you may need to change this template to accommodate different scenarios.

With this integration, when you create a new contact in Actionstep, a matching one will be created in Xero. This eliminates the need for double entry in both applications. Remember this is an example and you may need to change this template to accommodate different scenarios.

  1. When this happens...
    ActionstepActionstep
    New Contact

    Triggers when a participant/contact is created.

    TriggerInstant
  2. automatically do this!
    XeroXero
    Create/Update Contact

    Creates a new contact or updates a contact if a contact already exists.

    ActionWrite
Try this template

Supported triggers and actions

What does this mean?
actionstep logo
actionstep logo

About Actionstep

Actionstep is a Legal Practice Management Solution for Law firms.

Related categories

  • CRM (Customer Relationship Management)
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.

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