Aero Workflow

Aero Workflow Integrations

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Aero Workflow Integration Details

Launched on Zapier November 2, 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.