Create integrations between ClientSuccess and Xero to automate any workflow
WHEN THIS HAPPENS
New ContractAUTOMATICALLY DO THIS
Create/Update ContactEndless possibilities
How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
A trigger is an event that starts your Zap. Say you want to receive an email every time someone fills in a Facebook form—the trigger would be "new Facebook lead.
Now it's time for action
An action is the event an automation performs after it is triggered. Say you want to send a Slack message any time you receive a Facebook lead—the action would be "send a Slack message.
And that's it! You've just created a Zap.
A Zap is an automated workflow—consisting of a trigger and one or more actions—that connects your apps.
Connect your tools and unlock the power of automation
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Choose a Trigger
Start here
Start here
Choose an Action
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
New Client
Triggers when a new client is added.
Try ItClientRequired
Try ItClient
Disposition
Try ItClient
Try It
ClientRequired
Try ItNew User
Triggers when a new user/employee is added to your organization.
Try ItClientRequired
Try ItNameRequired
StatusRequired
Success Cycle ID
Assigned Employee
Assigned Sales Rep Name
Client as of
Street Address
City
Zip Code
State/Province
Country
LinkedIn URL
Salesforce Account ID
External ID