SmartSuite + Xero

Create new SmartSuite records from new Xero contacts

Instantly add new contacts from Xero to SmartSuite with this intuitive automation. Whenever you add a new contact in Xero, our workflow swiftly creates a record for them in SmartSuite, ensuring all information is consistently recorded across your platforms. Streamline your contact management without the need for manual data entry, giving you more time to focus on essential tasks.

Instantly add new contacts from Xero to SmartSuite with this intuitive automation. Whenever you add a new contact in Xero, our workflow swiftly creates a record for them in SmartSuite, ensuring all information is consistently recorded across your platforms. Streamline your contact management without the need for manual data entry, giving you more time to focus on essential tasks.

  1. When this happens...
    XeroXero
    New Contact

    Triggers when you add a new contact.

    TriggerPolling
  2. automatically do this!
    SmartSuiteSmartSuite
    Create Record

    Triggers when new record is created.

    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
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smartsuite logo

About SmartSuite

SmartSuite is transforming how organizations get work done by providing a collaborative Work Management platform that enables teams to plan, track and manage workflows - whether it be a project, an ongoing process or routine everyday tasks.

Related categories

  • Productivity
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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