An automated workflow using integromat
Connects Xero + Ninox
Xero to Ninox Paid Invoices Integration
About this workflow template
This automation scenario allows you to connect Xero and Ninox
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated scripts 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 Ninox can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Xero
Watch Invoices in Xero
Triggers when an invoice is added or updated.
Then these actions happen in Ninox
Look Up Record in Ninox
Returns a record based on the information you provide.
Update Record in Ninox
Updates a record.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Xero to Ninox Paid Invoices Integration.
Part I
Configure Applications
First, we need to connect Xero and Ninox 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 Ninox to Make.com.
Give Make.com access to your Ninox account, using Ninox 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 Invoices (Triggers when an invoice is added or updated.).
Then set up an Action for Ninox
Choose this action: Look Up Record (Returns a record based on the information you provide.).
Then set up another Action for Ninox
Choose this action: Update Record (Updates a 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 Ninox.
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 Xero to Ninox Paid Invoices Integration!
Supported triggers and actions
New sales invoice
Triggers when you add a new sales invoice. (Accounts Receivable).
triggerbyzapierautomateiopabbly-connectNew contact
Triggers when you add a new contact.
triggerbyzapierpabbly-connectalbatoNew contact (legacy)
Triggers when you add a new contact.
triggerbyzapierNew payment
Triggers when you receive a new payment.
triggerbyzapierautomateioNew bill
Triggers when you add a new bill. (Accounts Payable).
triggerbyzapierautomateiopabbly-connectNew quote
Triggers when a new quote is created.
triggerbyzapier
Create record
Creates a new record.
actionbyzapierintegromatintegratelypabbly-connectpipedreamUpdate record
Updates a record.
actionbyzapierintegromatintegratelypabbly-connectpipedreamFind record
Finds an existing record in a table.
actionbyzapierGet record
Returns a single record given the ID of it.
actionbyintegromatLook up record
Returns a record based on the information you provide.
actionbyintegromatpabbly-connectUpload file to a record
Uploads files to a Ninox record.
actionbyintegromat
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.
