Aero Workflow Integrations

  • Create new Aero tasks when Practice Ignition proposals are signed

    Let your new clients know how much you value their business and get to work onboarding them as soon as your proposal is accepted. This Zapier automation will create a new task in Aero Workflow as soon as a proposal is accepted in Practice Ignition.

    Note: This Zap does not import the new client information into Aero. You can set up another Zap to do that.

    How this Practice Ignition-Aero integration works

    1. A proposal is accepted in Practice Ignition.
    2. A task is created in Aero.

    Apps involved

    • Practice Ignition
    • Aero Workflow
  • Add a new customer to Aero Workflow when a proposal is accepted in Practice Ignition

    Save time and eliminate duplicate data entry – and the errors that go along with it. When a proposal is accepted in Practice Ignition, Zapier will automatically add the customer information to Aero. Onboarding new clients has never been easier!

    Note: If you are syncing both Practice Ignition and Aero Workflow to your QuickBooks Online account, turning on this Zap may result in duplicate clients

    How this Practice Ignition-Aero Workflow integration works

    1. A new proposal is signed in Practice Ignition
    2. The new customer is added to Aero Workflow

    Apps involved

    • Practice Ignition
    • Aero Workflow
  • Add new Office 365 calendar events to Aero

    See your appointments in Aero alongside your regular client work. With this integration, new events added to a calendar in Office 365 will automatically be added to Aero as appointments.

    Note: This Zap only looks at one calendar for new events. If you want events from multiple calendars to go to Aero, you will need to create multiple Zaps.

    How this Office 365-Aero integration works

    1. An Event is created in Office 365.
    2. An appointment is created in Aero.

    Apps involved

    • Office 365
    • Aero Workflow
  • Add new Google Contacts to Aero

    Keep your Aero contacts list up to date by automatically adding new Google Contacts to Aero. This Zapier automation will eliminate duplicate data entry, saving time and preventing mistakes.

    How this Google Contacts-Aero integration works

    1. A new contact is added to your Google Contacts
    2. Zapier creates a new contact in Aero

    Apps involved

    • Google Contacts
    • Aero
  • Add new Office 365 contacts to Aero Workflow

    Make sure your Aero contacts are current. Every time you add a new contact in Office 365, this Zap will automatically create a new contact in Aero, saving you time and preventing mistakes.

    How this Office 365-Aero template works

    1. A new contact is added in Office 365
    2. Zapier creates a new contact in Aero

    Apps involved

    • Office 365
    • Aero Workflow
  • Add new Xero customers to Aero Workflow

    Keep your Aero Workflow customer list up-to-date. Whenever you add a new customer to Xero, this Zap will automatically add the new customer to Aero as well. Save time and eliminate the mistakes that come with duplicate data entry!

    Note: This does not add all of your Xero customers to Aero, only the new ones you add after you set up this Zap.

    How this Xero-Aero Workflow integration works

    1. Add a new customer in Xero
    2. Zapier creates a new customer in Aero Workflow.

    Apps involved

    • Xero
    • Aero
  • Create Aero tasks when new messages are starred in Slack

    Make sure you follow up on important Slack messages by turning starred messages into Aero tasks. When you star a message on any channel in Slack, this Zapier integration will create a new Aero task.

    How this Slack-Aero integration works

    1. A message is starred in Slack
    2. Zapier creates a new Aero task

    Apps involved

    • Slack
    • Aero
  • Create companies in Aero Workflow when new Google Forms responses are submitted

    Automate your customer onboarding process! When a new lead fills out a new submission in your Google Forms account, this Zapier integration will create a company in Aero Workflow.

    How this Google form-Aero Workflow integration works

    1. A new entry is submitted via a Google Form form
    2. Zapier creates a new company in Aero Workflow

    Apps involved

    • Google Forms
    • Aero Workflow
  • Create Aero Workflow tasks from new Google Form entries

    When a new entry is submitted on a Google form, this Zap creates a task in Aero Workflow.

    How this Google form-Aero Workflow integration works

    1. A new entry is submitted via a Google Form
    2. Zapier creates a new task in Aero Workflow

    Apps involved

    • Google Forms
    • Aero Workflow
  • Add new Google Calendar events as appointments in Aero Workflow

    Have the full picture of your day in Aero Workflow. When a new event is added to your Google Calendar, this Zapier integration will create a new appointment in your Aero Workflow account.

    Note: We do not recommend using this Zap if you are already syncing Aero Workflow with your Google Calendar account through the Aero-Google integration, as you may create an endless loop.

    How this Google Calendar-Aero Workflow integration works

    1. A new event is added to your Google Calendar
    2. Zapier creates a new appointment in Aero Workflow

    Apps involved

    • Google Calendar
    • Aero Workflow
  • Create Aero Workflow tasks from new labeled emails in Gmail

    Make sure you don't lose track of important emails. When you add a label to an email in Gmail (within two days of receiving it), this Zapier integration will automatically create a new task in Aero Workflow for you to follow up on it.

    Note: If you're using the Aero-Gmail sync, you can use this Zap to send in emails that didn't meet the sync requirements.

    How this Gmail-Aero Workflow integration works

    1. You add a label to an email in Gmail within two days of receiving it
    2. Zapier creates a task in Aero Workflow

    Apps involved

    • Gmail
    • Aero Workflow
  • Quickly create Aero Workflow tasks with the Push Chrome extension

    Don't let those great ideas slip through the cracks! Quickly create a task in Aero Workflow to follow up on later using the Push by Zapier Chrome extension. Once activated, you'll be able to create new tasks in Aero Workflow from anywhere while on the web with the push of button.

    Note: You need to have the Push by Zapier Chrome extension installed in order to use this Zapier integration.

    How this Push by Zapier-Aero Workflow integration works

    1. Make a Push Zap from your Chrome browser
    2. Zapier creates a task in Aero Workflow

    Apps involved

    • Push by Zapier
    • Aero Workflow
  • Create emails in Aero Workflow when new Gmail messages are labeled

    Do you sometimes wish you could automatically send one-off Gmail messages to Aero Workflow? With this Zapier automation, you can label certain Gmail emails and Zapier will automatically send them to Aero Workflow on a case-by-case basis. That way, you can carry on with your accounting workflows without having to switch back-and-forth between Gmail and Aero to copy over information from your emails.

    Note: You must add the label within two days of receiving the Gmail email.

    How this Gmail-Aero Workflow integration works

    1. You add a label to an email in Gmail
    2. Zapier creates a new email in Aero Workflow

    Apps involved

    • Gmail
    • Aero Workflow

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Aero Workflow Integration Details

Launched on Zapier November 1, 2017

Zapier combines Triggers (like "Get Company Names") and Actions (like "Create Task") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following Aero Workflow Triggers, Searches, and Actions are supported by Zapier:

Create Task

Creates a new Aero Task.

Create Company

Creates a new company.

Create Vault Entry

Creates a new Vault Entry for specific company.

Create Contact

Creates a new contact.

Create Appointment

Creates a new Aero Appointment.

Create Note Aero

Creates a new Aero Other.

Create Email Aero

Creates a new Aero Email.

Get Company Names

Trigger for Company dynamic dropdown.

Find Company

Finds an existing company.

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Aero Workflow is a workflow application for accountants by accountants.