Do everything in one place
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 actionCustom action in Xero Practice Manager (Custom)
- Create objectCreate object in Xero Practice Manager
- Retrieve list of objects BatchList object in Xero Practice Manager
- Update objectUpdate object in Xero Practice Manager
Any other action you can think up
The wonders of Workato
Easily set up as many intelligent automations you need.
- 1000s of ready-to-use templates
- Accelerate work with intelligent automation
- Do it yourself, faster
- Build bots. Put them to work
*Currently this app does not have a designated connector. Workato can
connect with any 3rd party application with publicly available APIs.