Setting up your Xero Action
less than a minute
Your Xero contact list will be searched and sorted as per your instructions, each time this
-
Once you test your Trigger data, you need to select an action app to use with the Trigger.
-
To add this action app to your
, click on the “add service” button. -
Select “Xero” as your Action app from the list of
. -
Connect your Xero account to Rapidomize and authorize Rapidomize to access your Xero account.
-
Follow Guidance How to set up Xero on Rapidomize . Once connected, press select key to select your Xero account.
-
Select the “Action” by clicking on Search Contact(s) icon.
-
Specify the details of the new contact that you wish to create, such as name, Email, work place details, phone etc.
-
Test your action by clicking on “Test / Get Sample Data”.
-
Save your
by clicking on “Save ”. -
You will get a card entry in “Intelligent Connected Apps page”.
-
To activate the
, turn ON the “Run” toggle slider. -
Click on “Status” icon on the card to see the status of your
from the Dashboard. -
Once you activated your
, it will run according to the specified schedule.