An automated workflow using zapier
Connects Xero + Slack
Send Slack channel messages for new payments in Xero
About this workflow template
This automation scenario allows you to connect Xero and Slack
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Xero and Slack can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in Xero
New Payment in Xero
Triggers when you receive a new payment.
Then this action happens in Slack
Send Channel Message in Slack
Post a new message to a specific #channel you choose. Can also schedule a message for later.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Send Slack channel messages for new payments in Xero.
Part I
Configure Applications
First, we need to connect Xero and Slack to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Xero to Zapier.
Give Zapier access to your Xero account, using Xero credentials.
Connect Slack to Zapier.
Give Zapier access to your Slack account, using Slack credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Xero
Choose the following trigger: New Payment (Triggers when you receive a new payment.).
Then set up an Action for Slack
Choose this action: Send Channel Message (Post a new message to a specific #channel you choose. Can also schedule a message for later.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Xero and Slack.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Send Slack channel messages for new payments in Xero!
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Supported triggers and actions
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New message in channels (instant)
triggerbypipedreamNew message posted to channel
Triggers when a new message is posted to a specific #channel you choose.
triggerbyzapierNew saved message
Triggers when you save a message.
triggerbyzapierNew pushed message
Triggers when you click the "Push to Zapier" button from a message in Slack.
triggerbyzapierNew user
Triggers when a new Slack user is created / first joins your org.
triggerbyzapierpabbly-connectalbatoNew mention
Triggers when a username or highlight word is mentioned in a public #channel.
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Creates a new sales invoice (Accounts Receivable).
actionbyzapierintegratelyCreate/update contact
Creates a new contact or updates a contact if a contact already exists.
actionbyzapierCreate bill
Creates a new bill (Accounts Payable).
actionbyzapierintegratelyCreate payment
Applies a payment to an invoice.
actionbyzapierintegratelySend sales invoice by email
Send Sales Invoice by Email
actionbyzapierintegratelyCreate a contact
Creates a new contact.
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Apps you need
Slack is the go-to platform for modern teams seeking seamless communication and collaboration. With everything in one easily searchable place, including channels, integrations, and tools, Slack keeps your team aligned and productive.
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