Create or update Xero contacts for new people added in UPilot
When this happensStep 1: New Person
Then do thisStep 2: Create/Update Contact
Keeping your books and contacts organized is a big job. If you're using Xero to manage the invoicing for your business, with this UPilot-Xero integration Zapier will automatically create a contact in Xero when a new person is added in UPilot. If the contact already exists in Xero, it will be updated with the latest information from UPilot.
Note: This integration doesn't create contacts for people already existing in UPilot, but only new ones added after you've set it up
How this UPilot-Xero integration works
- A new person is created in UPilot
- A new contact is automatically created in Xero