Process Street + Xero
Create Process Street data set records for new Xero quotes to streamline data management
Create a seamless workflow between Xero and Process Street with this automation. Whenever a new quote is generated in Xero, it will instantly create a data set record in Process Street, helping you stay organized and efficient. Save time and reduce manual work by connecting your accounting and process management platforms.
Create a seamless workflow between Xero and Process Street with this automation. Whenever a new quote is generated in Xero, it will instantly create a data set record in Process Street, helping you stay organized and efficient. Save time and reduce manual work by connecting your accounting and process management platforms.
- When this happens...New Quote
Triggers when a new quote is created.
- automatically do this!Create Data Set Record
Adds a new record to a data set.
- Free forever for core features
- 14 day trial for premium features & apps
About Process Street
Process Street is a modern process management platform for teams. We help teams share their core processes, then transform them into powerful no-code workflows.
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Product ManagementAbout 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.
