When a contact is created in Bitrix24, create a contact in Xero

■Overview

Do you use Bitrix24 for customer management and Xero for accounting, but struggle with the effort of manually entering the same information in both apps and the risk of transcription errors?
This workflow automatically creates a new contact in Xero whenever a new contact is created in Bitrix24. By automating the integration between Bitrix24 and Xero, you can reduce the burden of data entry and manage customer information more accurately.

■Who should use this template

• Anyone who uses Bitrix24 and Xero together and finds it time-consuming to enter customer information twice
• Anyone who wants to prevent errors when transferring information from Bitrix24 to Xero and improve data accuracy
• Anyone who wants to automate data synchronization between their CRM and accounting software to streamline operations

■Benefits of using this template

• Because contacts are automatically added to Xero when you register them in Bitrix24, you can reduce the time spent on manual data entry
• Eliminating manual data transfers helps prevent human errors such as input mistakes and missed updates, keeping your data accurate

■Flow bot steps

1. First, connect Bitrix24 and Xero to Yoom
2. Next, select Bitrix24 as the trigger and set the action to “When a new contact is created”
3. Then, configure the Bitrix24 “Retrieve contact information” action as an operation to retrieve the details of the contact detected by the trigger
4. Finally, configure the Xero “Create or update a contact” action as an operation and link the information retrieved in the previous step

※ “Trigger”: An action that starts the flow. “Operation”: An action that processes information within the flow after the trigger starts.

■Customization options

• When configuring Xero’s “Create or update a contact” action, you need to specify the information to be linked
• Map values such as the name, company name, and email address retrieved from Bitrix24 to the corresponding fields in Xero

■Notes

• ‍‍Connect both Bitrix24 and Xero to Yoom.
• You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
• Please note that the shortest trigger interval varies depending on your plan.
• See below for how to retrieve email addresses and phone numbers from Bitrix24.
  How to retrieve email addresses and phone numbers from Bitrix24