folk + Xero

Create new persons in folk for every new quote in Xero

Streamline your workflow between Xero and Folk with this efficient solution. When a new quote is generated in Xero, a person will be swiftly created in Folk. This seamless process eliminates tedious data entry tasks, enabling you to focus on other important parts of your business. Enjoy smoother interactions and improved data consistency with this Xero and Folk integration.

Streamline your workflow between Xero and Folk with this efficient solution. When a new quote is generated in Xero, a person will be swiftly created in Folk. This seamless process eliminates tedious data entry tasks, enabling you to focus on other important parts of your business. Enjoy smoother interactions and improved data consistency with this Xero and Folk integration.

  1. When this happens...
    XeroXero
    New Quote

    Triggers when a new quote is created.

    TriggerPolling
  2. automatically do this!
    folkfolk
    Create Person

    Create a new contact Person in your folk group.

    ActionWrite
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Supported triggers and actions

    • OrganizationRequired

    • Status

    Trigger
    Polling
    Try It
    • OrganizationRequired

    • Status

    • Type

    Trigger
    Polling
    Try It
    • OrganizationRequired

    • Report TypeRequired

    Trigger
    Polling
    Try It
    • OrganizationRequired

    • Payment Type

    Trigger
    Polling
    Try It
folk logo
folk logo

About folk

folk is the next generation CRM for teams
Learn more

Related categories

  • CRM (Customer Relationship Management)

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xero logo
xero logo

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.
Learn more

Related categories

  • Accounting

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