Setting up your Xero Action

Search Contact(s)

Your Xero contact list will be searched and sorted as per your instructions, each time this 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 , click on the “add service” button.

    add service

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

  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.

    Xero

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

    Xero

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

  9. Save your by clicking on “Save ”.

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

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

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

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

Last modified March 20, 2024