Do everything in one place

Customize your Charts by Workato and Xero Practice Manager integration with the following triggers and actions.

Triggers

When this happens…

Actions

Do this…

Charts by Workato
  • Generate column chart Batch
    Generate column chart from data list
  • Generate pie chart Batch
    Generate pie chart from data list
  • 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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