Vitally and Xero Practice Manager integrations and automations

Do everything in one place

Customize your Vitally and Xero Practice Manager integration with the following triggers and actions.

Triggers

When this happens…

Vitally
  • New event Real-time
    New event in Vitally

    • Any other trigger you can think up

Actions

Do this…

Vitally
  • Custom action
    Custom action in Vitally (Custom)
  • Get record details by ID
    Get record by ID in Vitally
  • Search records
    Search records in Vitally

    • Any other action you can think up

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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