Dispatch + Xero
Add Dispatch customers from new customer entries in Xero
Duplicate data entry is nobody's favorite task. Once this automation has been set up, every time you add a new customer into Xero it will be automatically passed into Dispatch, so you can focus on servicing your customer requests.
Duplicate data entry is nobody's favorite task. Once this automation has been set up, every time you add a new customer into Xero it will be automatically passed into Dispatch, so you can focus on servicing your customer requests.
- When this happens...
New ContactTriggers when you add a new contact.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this!
Create or Update CustomerCreates or Updates a customer.
ActionWriteCreate a new record or update an existing record in your app.
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OrganizationRequired
Payment Type
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganizationRequired
Transaction TypeRequired
ContactRequired
Bank AccountRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Contact NameRequired
Account Number
Primary Person - First Name
Primary Person - Last Name
Primary Person - Email
Phone - Country Code
Phone - Area Code
Phone Number
Fax - Country Code
Fax - Area Code
Fax - Number
Mobile - Country Code
Mobile - Area Code
Mobile - Number
Direct Dial - Country Code
Direct Dial - Area Code
Direct Dial - Number
Address Type Of
Address - Attention
Address - Line 1
Address - Line 2
Address - City/Town
Address - State/Region
Address - Postal/Zip Code
Address - Country
Tax Number
Bank Account Number
Groups
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
TypeRequired
ContactRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Mark Item as a Sales Item?
Mark Item as a Purchase Item?
Item Name
Item CodeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Contact NameRequired
Email Address
Status
Date
Due Date
Currency
Url
Attachment
Branding Theme
Number
Reference
Sent To Contact
Line Items Type
Item Code
Description
QuantityRequired
Unit Price
Discount %
Account
Tax Rate
Tracking
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Contact (supplier)Required
Date
Delivery Date
Order Number
Reference
Theme
Currency
Tax Type
Delivery Address
Attention
Telephone
Delivery Instructions
Attachments
Purchase Order Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Event
Triggers when an update is made to Dispatch.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Appointment
External Appointment ID
External ID Match Behavior
Job
Appointment Time
Duration
Status
Field Worker
Strategy
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product/Service
Title
Type
Description
Organization
Price
Taxable
External Item ID
Active
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer
External Customer ID
Organization
First Name
Last Name
Description
Company Name
Email
Phone Number
Phone Type
Primary Phone
Street 1
Street 2
City
State
Postal Code
Street 1
Street 2
City
State
Postal Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job
External Job ID
External ID Match Behavior
Organization
Customer
Status
Title
Service Type
Description
Brand
Source
Street 1
Street 2
City
State
Postal Code
Country
Label
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Entity IDRequired
Entity TypeRequired
DescriptionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job OfferRequired
RecipientRequired
TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Appointment
External ID
Job
User
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appItem
External ID
Title
Organization
ActionThis is an event a Zap performs.SearchFind existing data in your appJob
External ID
Organization
Title
Customer
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganization
External ID
Name
ActionThis is an event a Zap performs.SearchFind existing data in your app
OrganizationRequired
Status
Type
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganizationRequired
Quote Status
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganizationRequired
InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
From AccountRequired
To AccountRequired
AmountRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
ContactRequired
Date
Expiry
Quote Number
Reference
Theme
Title
Summary
Currency
Amounts Are
Terms
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Invoice NumberRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Contact NameRequired
Email Address
Status
Date
Due Date
Currency
Url
Attachment
Branding Theme
Reference
Line Items Type
Item Code
Description
QuantityRequired
Unit Price
Account
Tax Rate
Tracking
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Document Type
Document ID or NumberRequired
Paid ToRequired
Date
Currency Rate
AmountRequired
Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
ContactRequired
StatusRequired
Currency
Branding Theme
Reference
Mark as approved for sending?
Email a copy to Sender?
Include PDF
Line Amount Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Search ByRequired
Contact NameRequired
Account Number
Primary Person - First Name
Primary Person - Last Name
Primary Person - Email
Phone - Country Code
Phone - Area Code
Phone Number
Fax - Country Code
Fax - Area Code
Fax - Number
Mobile - Country Code
Mobile - Area Code
Mobile - Number
Direct Dial - Country Code
Direct Dial - Area Code
Direct Dial - Number
Address Type Of
Address - Attention
Address - Line 1
Address - Line 2
Address - City/Town
Address - State/Region
Address - Postal/Zip Code
Address - Country
Tax Number
Bank Account Number
Groups
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundFieldsRequired
Record Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Billing Document
Invoice/Estimate External ID
Job
Job External ID
Type
Status
Flat Rate
Percent
Product/Service
Product/Service External ID
Quantity
Amount
Taxable
Type
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Event
Title
Start Time
Duration
Field Worker
Description
Street 1
Street 2
City
State
Postal Code
Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Job OfferRequired
StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job Offer
Status
Offer Strategy
Offer Duration
Brand
Accept Title
Allow Decline
Decline Title
Decline Reasons
Title
Description
Service Type
External Job ID
Service Provider
External Service Provider ID
Name
Phone
Email
First Name
Last Name
Phone Number
Phone Type
Primary Phone
Email
Street 1
Street 2
City
State
Postal Code
Country
Window Start
Window End
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization
External Organization ID
Name
Phone Number
Email
Timezone
Service Types
Street 1
Street 2
City
State
Postal Code
Country
Url
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User
External User ID
Organization
First Name
Last Name
Phone Number
Email
Roles
Service Types
Timezone
Occupation
Has Smartphone
Street 1
Street 2
City
Postal Code
State
Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Billing Document
External ID
Job
Type
ActionThis is an event a Zap performs.SearchFind existing data in your appCustomer
Organization
External ID
Email
First Name
Last Name
ActionThis is an event a Zap performs.SearchFind existing data in your appJob Offer
External ID
ActionThis is an event a Zap performs.SearchFind existing data in your appDispatcher or Technician
External ID
Email
Phone
First Name
Last Name
Organization
ActionThis is an event a Zap performs.SearchFind existing data in your app
About Dispatch
Deliver exceptional customer experiences. Book, track and manage with the world's most powerful on-demand services platform.
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About Xero
Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.
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