An automated workflow using integromat
Connects Xero + Knack
Create Knack records from new Xero bank transfers
About this workflow template
This automation scenario allows you to connect Xero and Knack
It can be build using Integromat, a no-code workflow automation tool. Integromat 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 Knack can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Xero
Watch Bank Transfers in Xero
Triggers when a new bank transfer is created.
Then this action happens in Knack
Create a Record in Knack
Creates a new record.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create Knack records from new Xero bank transfers .
Part I
Configure Applications
First, we need to connect Xero and Knack to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Xero to Make.com.
Give Make.com access to your Xero account, using Xero credentials.
Connect Knack to Make.com.
Give Make.com access to your Knack account, using Knack credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Xero
Choose the following trigger: Watch Bank Transfers (Triggers when a new bank transfer is created.).
Then set up an Action for Knack
Choose this action: Create a Record (Creates a new record.).
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 Knack.
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 Create Knack records from new Xero bank transfers !
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Create record
Creates a new record to your Knack database.
actionbyzapierpipedreamintegratelyalbatoUpdate record
Updates a record in your Knack database.
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Deletes a record from your Knack database.
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Get record(s)
actionbypipedreamCreate a record
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actionbyintegromatFind record
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Apps you need
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
