Ally Hub + Xero
Create or update Xero contacts from new sold quotes in Ally Hub
Keep your Xero contacts up to date with every new sold quote that comes through your Ally Hub. This automation will detect each new sold quote in Ally Hub and promptly create or update the corresponding contact information in Xero, ensuring your financial records are always accurate and current. No need to manually transfer data across platforms, leave it to this workflow and save your valuable time.
Keep your Xero contacts up to date with every new sold quote that comes through your Ally Hub. This automation will detect each new sold quote in Ally Hub and promptly create or update the corresponding contact information in Xero, ensuring your financial records are always accurate and current. No need to manually transfer data across platforms, leave it to this workflow and save your valuable time.
- When this happens...New Sold Quote
Triggers when a student quote is set as sold.
- automatically do this!Create/Update Contact
Triggers when you add a new contact.
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New Bill
Triggers when a new bill is created. (Financial > Bills)
Try ItNew Sold Quote
Triggers when a student quote is set as sold.
Try ItNew Student
Triggers when a new student is created.
Try ItStudent NameRequired
Student Email
StatusRequired
New First Quote
Triggers when a student first quote is created.
Try ItNew Receivable
Triggers when a new receivable is created. (Financial > Receivable)
Try ItNew Task or Event
Triggers when a new task or event is created.
Try ItFirst NameRequired
SurnameRequired
EmailRequired
City
State
CountryRequired
Address
Postal Code
Phone 1
Phone 2
Document 1
Document 2
Perception
Studied Idiom Name
Studied Idiom Level
Facebook Link
Instagram Link
Twitter Link
Skype Username
Passport Number
Passport Validity Date
Occupation
Contact Name
Contact Phone
Observation
