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LoyaltyLoop + Xero

Upload contacts in LoyaltyLoop from new Xero sales invoices

Making sure to follow up with customers? This integration can save you time while you do. Automatically add customer details to LoyaltyLoop as soon as sales invoice is created in Xero.

Making sure to follow up with customers? This integration can save you time while you do. Automatically add customer details to LoyaltyLoop as soon as sales invoice is created in Xero.

  1. When this happens...
    XeroXero
    New Sales Invoice

    Triggers when you add a new sales invoice. (Accounts Receivable).

    TriggerScheduled
  2. automatically do this!
    LoyaltyLoopLoyaltyLoop
    Submit Customer Data

    Submit customer data for the survey you specify.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • OrganizationRequired

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Payment Type

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Status

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Status

    • Type

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Quote Status

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Status

    Trigger
    Scheduled
    Try It
loyaltyloop logo
loyaltyloop logo

About LoyaltyLoop

LoyaltyLoop helps businesses build loyal customer relationships, measure satisfaction, drive online reviews and more.
Help

Related categories

  • Marketing Automation

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