SwiftFox + Xero
Create SwiftFox contacts from new Xero contacts
Keen to get your Xero contacts in Swiftfox? Don't do it manually! This Zap will automatically create a new contact in SwiftFox anytime a contact is added to Xero.
Keen to get your Xero contacts in Swiftfox? Don't do it manually! This Zap will automatically create a new contact in SwiftFox anytime a contact is added to Xero.
- When this happens...
New ContactTriggers when you add a new contact.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this!
Add ContactAdds a contact to a profile in SwiftFox
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
Payment Type
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
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
Contact NameRequired
Email Address
Contact Account Number
Primary Person - First Name
Primary Person - Last Name
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
Contact Address Type Of
Address - Attention
Address - Line 1
Address - Line 2
Address - City/Town
Address - State/Region
Address - Postal/Zip Code
Address - Country
Contact Tax Number
Bank Account Number
Contact Number
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.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 app
New Email Added
Triggers when a new email address is added to a Person or Organisation.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Person
Triggers when a new person is created in SwiftFox.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planRemoved Contact Detail
Triggers when a contact detail is removed from a Person or Organisation in SwiftFox.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Category Type on a Person
Triggers when Category Types change on a Person.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Custom Field
Triggers when a custom field is created or updated on a Person, Organisation or Project in SwiftFox.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Record TypeRequired
Record IdRequired
Address TypeRequired
Address 1Required
Locality/SuburbRequired
StateRequired
Post CodeRequired
Country (2 letters)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
ABN/ACN
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Record TypeRequired
Record IdRequired
ContentRequired
DateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appName
Category Type
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
Category Type
ABN/ACN
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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
Credit Note IDRequired
Invoice IDRequired
AmountRequired
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 IDRequired
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.Info
OrganizationRequired
Invoice IdRequired
Contact
Status
Date
Due Date
Expected Payment Date
Reference
Branding Theme
Url
Currency
Sent To Contact
Attachments
Invoice Number
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 foundNew Organisation
Triggers when a new Organisation is created in SwiftFox.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Form Response
Triggers when a new form response is submitted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Category Type on an Organisation
Triggers when Category Types change on an Organisation.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Contact Detail
Triggers when a contact detail is updated on a Person or Organisation in SwiftFox.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Email Preferences
Triggers when email preferences are updated on an Email Address.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Record TypeRequired
Record IdRequired
Contact TypeRequired
Contact ValueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last NameRequired
Title
Other Names
Suffix
Known As
Email
Mobile
Phone
Date of Birth
Place of Birth
School Attended
University Attended
Occupation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Person IdRequired
First Name
Lastname
Title
Other Names
Suffix
Known As
Date of Birth
Place of Birth
School Attended
University Attended
Occupation
Category Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFirst Name
Last Name
Email
Mobile
Category Types
ActionThis is an event a Zap performs.SearchFind existing data in your appFirst Name
Last Name
Email
Mobile
Category Types
First NameRequired
Last NameRequired
Title
Other Names
Suffix
Known As
Phone
Date of Birth
Place of Birth
School Attended
University Attended
Occupation
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About SwiftFox
SwiftFox is a fully-featured cloud-based Customer Relationship Management (CRM) platform with everything you need to compete.
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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.
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