Connect Wise and Xero Practice Manager integrations and automations

Do everything in one place

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

Triggers

When this happens…

Connect Wise
  • New ticket
    New Ticket in Connectwise
  • New/Updated ticket
    New/Updated Ticket in Connectwise

    • Any other trigger you can think up

Actions

Do this…

Connect Wise
  • Create record
    Create record in Connectwise
  • Custom action
    Custom action in Connectwise
  • Delete record
    Delete record in Connectwise
  • Get record details by ID
    Get record in Connectwise
  • Search records
    Search records in Connectwise
  • Update record
    Update record in Connectwise

    • 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

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

Market leaders run on Workato

  • mgm
  • adobe
  • att
  • atlassian
  • slack

Let’s start automating

Schedule a Demo