1.Captures new contact records
Integrate Xero and accounting data tools to detect new contact records and centralize contact data.
Add new accounting contacts to your marketing subscriber list
Automatically monitor new contact records across Xero, Paths by Zapier, Formatter by Zapier, and Omnisend. Create and update subscribers when contacts are created, records are added, or contact details are updatedβso you can route qualifying contacts, normalize phone numbers, and keep your marketing list current without manual list building.
How this automation keeps your subscribers in sync
When new contacts appear in your accounting workspace, missed sign up can slow campaigns and weaken targeting. This automation routes contact data, normalizes phone numbers, and creates subscribers in Omnisendβso your team can launch faster.
Xeroor swap with your favorite app
2.Branches by contact data presence
Integrate Paths by Zapier and conditional routing tools to route qualifying records and continue only for valid contact details.
Paths by Zapieror swap with your favorite app
3.Normalizes phone numbers
Integrate Formatter by Zapier and phone normalization tools to normalize numbers to E.164 format for deliverability.
Formatter by Zapieror swap with your favorite app
4.Creates or updates a subscriber
Integrate Omnisend and subscriber management tools to create or update subscribers and map email phone and names.
Omnisendor swap with your favorite app
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Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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