Tally + Xero
Manage new Tally submissions by creating or updating contacts in Xero
Streamline your record-keeping process with this diligent workflow. As soon as you receive a new submission in Tally, the workflow will promptly update or generate a new contact in your Xero account. This not only eliminates the risk of errors by manual entry but also keeps your contact data up-to-date. Enjoy smooth and efficient financial management.
Streamline your record-keeping process with this diligent workflow. As soon as you receive a new submission in Tally, the workflow will promptly update or generate a new contact in your Xero account. This not only eliminates the risk of errors by manual entry but also keeps your contact data up-to-date. Enjoy smooth and efficient financial management.
- When this happens...New Submission
Triggers when a new form submission is received.
- automatically do this!Create/Update Contact
Triggers when you add a new contact.
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