You've got better things to do than adding the same information to multiple systems. Set up this workflow to save that time: it will automatically create or update a Xero contact whenever a booking is made via ScheduleOnce, so you never have to copy paste that info again.
How this ScheduleOnce-Xero integration works
- A new booking is made via ScheduleOnce
- Zapier creates/updates a contact in Xero
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Triggers when a booking is completed. Specifically, when the time window of the booking has passed.
Creates a new sales invoice (Accounts Receivable).
Triggers when a booking is rescheduled.
Creates a new contact or updates a contact if a contact already exists.
Triggers when a new booking is scheduled.
Creates a new bill (Accounts Payable).
Triggers when a booking is canceled.
Applies a payment to an invoice.
Triggers when a booking status is changed to one of the following: Scheduled, Rescheduled, Canceled, Completed, or No-show.
Creates a new purchase order for a contact.