Add new Xero contacts to GreenRope
With this automation, when you have new Xero contacts, they will be added to GreenRope.
With this automation, when you have new Xero contacts, they will be added to GreenRope.
- When this happens...New Contact
Triggers when you add a new contact.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this!Create or Update Contact
Creates a new contact, updates an existing contact if exists.
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
Quote Status
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
Status
Date
Due Date
Currency
Url
Attachment
Branding Theme
Number
Reference
Sent To Contact
Line Items Type
Item Code
Description
QuantityRequired
Unit Price
Discount %
Discount Amount
Account
Tax Rate
Tracking
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
ContactRequired
Project NameRequired
Deadline for the project
Project Estimate
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 foundGroup
Search Contacts
Contact
Activity Types
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planGroup
Search Contacts
Contact
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planGroup
Search Contacts
Contact
Closed Opportunities Only
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planContact EmailRequired
WorkflowRequired
First Activity Starting
Assigned To
Connected To
Associated With
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Group
EmailRequired
Firstname
Lastname
Phone
Mobile
Fax
Address 1
Address 2
City
State
Zip
Country
Company
Notes
Title
Gender
Birthdate
Website
Hometown
Height
Weight
Skills & Interests
Bio
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.GroupRequired
Event TypeRequired
Event LocationRequired
Event TitleRequired
Start Date/TimeRequired
End Date/TimeRequired
Public EventRequired
Automatic Email RemindersRequired
Event Fee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact EmailRequired
TitleRequired
Managed ByRequired
QualityRequired
SourceRequired
PhaseRequired
Value
Chance to WinRequired
Close DateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record 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
Purchase Order 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
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 appGroup
Search Contacts
Contact
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planGroupRequired
Company NameRequired
Company Email
Address
City
State
Zip/Post Code
Country
Phone
Website
Parent Company
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact EmailRequired
Associate WithRequired
Assigned ToRequired
ActivityRequired
Due Date/TimeRequired
Completed Date/Time
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact EmailRequired
GroupRequired
Sent Date
Due Date
DescriptionRequired
Paid Date
Payment Amount
Line Item QuantityRequired
Line Item SKU
Line Item DescriptionRequired
Line Item Unit CostRequired
Line Item Event
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.GroupRequired
From NameRequired
From EmailRequired
SubjectRequired
MessageRequired
Delivery Date/TimeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Small business marketing software providing powerful and easy to use CRM, email marketing, and social media integration.
Related categories
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.