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

Triggers

When this happens…

Actions

Do this…

SQL Collection by Workato
  • Create list Batch
    Create list
  • Create list from CSV file Batch
    Create list from CSV file
  • Insert rows Batch
    Insert rows into list in Collection
  • Insert rows from CSV file Batch
    Insert rows into list in Collection from CSV file
  • Query lists Batch
    Query lists in Collection
  • 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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