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Customize your AscentERP and Xero Practice Manager integration with the following
triggers and actions.
Triggers
When this happens…
AscentERP
- Object createdObject created in AscentERP
- Daily object reviewDaily Object review in AscentERP
- Object created/updatedObject created/updated in AscentERP
Any other trigger you can think up
Actions
Do this…
AscentERP
- Custom actionCustom action in AscentERP (Custom)
- Create objectCreate object in AscentERP
- Get related objects BatchGet related object list in AscentERP
- Search objects BatchSearch for objects in AscentERP
- Update objectUpdate object in AscentERP
Any other action you can think up
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
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