Create or update contact in Xero, update Airtable record, and notify team in Slack
Create or update contact in Xero, update Airtable record, and notify team in Slack
Create and update contact records in Xero and Airtable when a new client submits their accounting and legal preferences. Notify your team via Slack for faster onboarding and improved communication.
Zap details:
Overview
Create and update contact records in Xero and Airtable when a new client submits their accounting and legal preferences. Notify your team via Slack for faster onboarding and improved communication.