Aero Workflow Integrations
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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
- A proposal is accepted in Practice Ignition.
- 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
- A new proposal is signed in Practice Ignition
- The new customer is added to Aero Workflow
Apps involved
- Practice Ignition
- Aero Workflow
Add new Microsoft Outlook calendar events to Aero
See your appointments in Aero alongside your regular client work. With this integration, new events added to a calendar in Microsoft Outlook 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 Microsoft Outlook-Aero integration works
- An Event is created in Microsoft Outlook.
- An appointment is created 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
- Add a new customer in Xero
- 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
- A message is starred in Slack
- 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
- A new entry is submitted via a Google Form form
- 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
- A new entry is submitted via a Google Form
- 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
- A new event is added to your Google Calendar
- Zapier creates a new appointment in Aero Workflow
Apps involved
- Google Calendar
- Aero Workflow
Create Aero Workflow tasks from new labeled emails in Gmail [Business Gmail Accounts Only]
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
- You add a label to an email in Gmail within two days of receiving it
- Zapier creates a task in Aero Workflow
Apps involved
- Gmail
- Aero Workflow
Note: This integration will only work if you have a Business Gmail account - these have custom domains. Free consumer Gmail accounts cannot be used with this integration. Read Help docs here.
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
- Make a Push Zap from your Chrome browser
- 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 [Business Gmail Accounts Only]
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
- You add a label to an email in Gmail
- Zapier creates a new email in Aero Workflow
Apps involved
- Gmail
- Aero Workflow
Note: This integration will only work if you have a Business Gmail account - these have custom domains. Free consumer Gmail accounts cannot be used with this integration. Read Help docs here.
Create new tasks in Aero Workflow from new Facebook Lead Ads leads
Are you using Aero Workflow to streamline your tasks but also want to keep in touch with your Facebook Lead Ads leads? If so, this integration will automatically add each new Facebook lead as a task in Aero Workflow with the lead's contact information allowing you to quickly follow up instead of manually importing information from a spreadsheet.
Create new tasks in Aero Workflow from new Office 365 emails
Create tasks for you and your team to follow up on later in Aero without leaving your email inbox. When a new email is added to a specific folder in Office 365, this Zap will automatically create a new task in Aero. Now you can rest assured that your emails are being addressed and not forgotten about.
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Aero Workflow Integration Details
Launched on Zapier February 16, 2018
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:
Creates a new Aero Task.
Creates a new company.
Creates a new Vault Entry for specific company.
Creates a new contact.
Creates a new Aero Appointment.
Creates a new Aero Other.
Creates a new Aero Email.
Trigger for Company dynamic dropdown.
Finds an existing company.
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