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Customize your Archive Manager (Email capyure and archive) and Xero Practice Manager integration with the following triggers and actions.

Triggers

When this happens…

Actions

Do this…

Xero Practice Manager
  • Custom action
    Custom action in Xero Practice Manager (Custom)
  • Create object
    Create object in Xero Practice Manager
  • Retrieve list of objects Batch
    List object in Xero Practice Manager
  • Update object
    Update object in Xero Practice Manager
  • Any other action you can think up

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*Currently this app does not have a designated connector. Workato can connect with any 3rd party application with publicly available APIs.

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