Setting up your Xero Action

Your Xero contact list will be searched and sorted as per your instructions, each time this ICApp is triggered.

1. Once you test your Trigger data, you need to select an action app to use with the Trigger.

2. To add this action app to your ICApp, click on the “add service” button.

   

3. Select “Xero” as your Action app from the list of ICApps.

4. Connect your Xero account to Rapidomize and authorize Rapidomize to access your Xero account.

5. Follow Guidance How to set up Xero on Rapidomize . Once connected, press select key to select your Xero account.

6. Select the “Action” by clicking on Search Contact(s) icon.

   

7. Specify the details of the new contact that you wish to create, such as name, Email, work place details, phone etc.

   

8. Test your action by clicking on “Test / Get Sample Data”.

9. Save your ICApp by clicking on “Save ICApp”.

10. You will get a card entry in “Intelligent Connected Apps page”.

11. To activate the ICApp, turn ON the “Run” toggle slider.

12. Click on “Status” icon on the card to see the status of your ICApp from the Dashboard.

13. Once you activated your ICApp, it will run according to the specified schedule.