New contacts in Xero — Projects in Xero

The scenario catches new contacts in Xero and creates projects in Xero. Runs on its own, no manual copying.

  • A Xero project is created for every new client from Xero automatically
  • Work starts without half a day of setup
  • Every project follows one template — the team knows their way
Xero

How it works

To create records from Xero without manual input, use a ready-made scenario.

  1. Starts when: Schedule
  2. Then: Xero
  3. Then: Xero 2

You can launch this integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.