Crelate and Xero との統合と自動化

Crelate and Xeroを他のツールとシームレスに接続。 ワークフローを自動化し、業務効率を向上させます。

評価

4.9

事前構築済み

150+

統合

合計

100+

アクティブユーザー

平均

2分

接続まで

カスタム接続

利用可能

HTTPコネクター経由で利用可能

主要企業が Workato を活用

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強力なワークフローを迅速に構築

Triggers

When this happens…

Xero
  • New/updated credit note
    New/updated credit note in Xero
  • New/updated item
    New/updated item in Xero
  • New/updated overpayment
    New/updated overpayment in Xero
  • New/updated prepayment
    New/updated prepayment in Xero
  • New/updated account
    New or updated account in Xero
  • New/updated bill
    New/updated bill in Xero
  • New/updated contact
    New/updated contact in Xero
  • New/updated employee
    New or updated employee in Xero
  • New/updated invoice
    New/updated invoice in Xero
  • New/updated payment
    New or updated payment in Xero

    • Any other trigger you can think up

Actions

Do this…

Crelate
  • approve application
    approve application in Crelate AP i reference
  • set application as spam
    set application as spam in Crelate AP i reference
  • mark application as spam
    mark application as spam in Crelate AP i reference
  • retrieve activities for a company
    retrieve activities for a company in Crelate AP i reference
  • retrieve activities for a contact
    retrieve activities for a contact in Crelate AP i reference
  • send form request
    send form request in Crelate AP i reference
  • Create
    Create in Crelate AP i reference
  • delete company
    delete company in Crelate AP i reference
  • delete attachment
    delete attachment in Crelate AP i reference
  • delete note
    delete note in Crelate AP i reference
  • delete task
    delete task in Crelate AP i reference
  • delete contact
    delete contact in Crelate AP i reference
  • remove contact from job
    remove contact from job in Crelate AP i reference
  • remove from job
    remove from job in Crelate AP i reference
  • delete job
    delete job in Crelate AP i reference
  • delete job posting
    delete job posting in Crelate AP i reference
  • Delete
    Delete in Crelate AP i reference
  • download export
    download export in Crelate AP i reference
  • Enable
    Enable in Crelate AP i reference
  • Ensure
    Ensure in Crelate AP i reference
  • retrieve companies by list id
    retrieve companies by list id in Crelate AP i reference
  • retrieve applications
    retrieve applications in Crelate AP i reference
  • retrieve applications by status
    retrieve applications by status in Crelate AP i reference
  • retrieve attachment
    retrieve attachment in Crelate AP i reference
  • retrieve notes
    retrieve notes in Crelate AP i reference
  • retrieve tasks
    retrieve tasks in Crelate AP i reference
  • retrieve exports
    retrieve exports in Crelate AP i reference
  • retrieve applicant sources
    retrieve applicant sources in Crelate AP i reference
  • retrieve application
    retrieve application in Crelate AP i reference
  • retrieve application content
    retrieve application content in Crelate AP i reference
  • retrieve application record statuses
    retrieve application record statuses in Crelate AP i reference
  • retrieve application statuses
    retrieve application statuses in Crelate AP i reference
  • retrieve available time entry formats
    retrieve available time entry formats in Crelate AP i reference
  • retrieve company
    retrieve company in Crelate AP i reference
  • retrieve attachment content
    retrieve attachment content in Crelate AP i reference
  • retrieve company lists
    retrieve company lists in Crelate AP i reference
  • retrieve note
    retrieve note in Crelate AP i reference
  • retrieve company record statuses
    retrieve company record statuses in Crelate AP i reference
  • retrieve task
    retrieve task in Crelate AP i reference
  • retrieve contact
    retrieve contact in Crelate AP i reference
  • retrieve contacts by email
    retrieve contacts by email in Crelate AP i reference
  • retrieve jobs
    retrieve jobs in Crelate AP i reference
  • retrieve contact lists
    retrieve contact lists in Crelate AP i reference
  • retrieve contact record statuses
    retrieve contact record statuses in Crelate AP i reference
  • retrieve contacts by date range
    retrieve contacts by date range in Crelate AP i reference
  • retrieve contacts by list id
    retrieve contacts by list id in Crelate AP i reference
  • retrieve attachment types
    retrieve attachment types in Crelate AP i reference
  • retrieve custom fields
    retrieve custom fields in Crelate AP i reference
  • retrieve eeoc pass reasons
    retrieve eeoc pass reasons in Crelate AP i reference
  • retrieves all emails from a contact
    retrieves all emails from a contact in Crelate AP i reference
  • retrieve export
    retrieve export in Crelate AP i reference
  • get form info
    get form info in Crelate AP i reference
  • get form request templates
    get form request templates in Crelate AP i reference
  • get form responses
    get form responses in Crelate AP i reference
  • retrieve job
    retrieve job in Crelate AP i reference
  • retrieve application attachment content
    retrieve application attachment content in Crelate AP i reference
  • retrieve contacts on a job [v1]
    retrieve contacts on a job [v1] in Crelate AP i reference
  • retrieve contacts [v2]
    retrieve contacts [v2] in Crelate AP i reference
  • retrieve job lists
    retrieve job lists in Crelate AP i reference
  • retrieve placements
    retrieve placements in Crelate AP i reference
  • retrieve job posting
    retrieve job posting in Crelate AP i reference
  • retrieve job postings
    retrieve job postings in Crelate AP i reference
  • retrieve all jobs
    retrieve all jobs in Crelate AP i reference
  • retrieve jobs by list id
    retrieve jobs by list id in Crelate AP i reference
  • retrieve opportunity types
    retrieve opportunity types in Crelate AP i reference
  • retrieve recent companies
    retrieve recent companies in Crelate AP i reference
  • retrieve recent contacts
    retrieve recent contacts in Crelate AP i reference
  • retrieve recent job postings
    retrieve recent job postings in Crelate AP i reference
  • retrieve recent jobs
    retrieve recent jobs in Crelate AP i reference
  • retrieve tag categories
    retrieve tag categories in Crelate AP i reference
  • retrieve workflow statuses
    retrieve workflow statuses in Crelate AP i reference
  • retrieve workflow types
    retrieve workflow types in Crelate AP i reference
  • is delivery type claimed
    is delivery type claimed in Crelate AP i reference
  • Is Duplicate Name
    Is Duplicate Name in Crelate AP i reference
  • retrieve activities for a job
    retrieve activities for a job in Crelate AP i reference
  • create company
    create company in Crelate AP i reference
  • create attachment
    create attachment in Crelate AP i reference
  • create note
    create note in Crelate AP i reference
  • create task
    create task in Crelate AP i reference
  • create contact
    create contact in Crelate AP i reference
  • append job
    append job in Crelate AP i reference
  • appends email to a contact
    appends email to a contact in Crelate AP i reference
  • create job
    create job in Crelate AP i reference
  • add contact to job
    add contact to job in Crelate AP i reference
  • create job posting
    create job posting in Crelate AP i reference
  • update contact
    update contact in Crelate AP i reference
  • update task
    update task in Crelate AP i reference
  • update company
    update company in Crelate AP i reference
  • update note
    update note in Crelate AP i reference
  • update job
    update job in Crelate AP i reference
  • update contact stage
    update contact stage in Crelate AP i reference
  • reject application
    reject application in Crelate AP i reference
  • replace access
    replace access in Crelate AP i reference
  • create export
    create export in Crelate AP i reference
  • resend form request
    resend form request in Crelate AP i reference
  • retrieve default delivery types for opportunity type
    retrieve default delivery types for opportunity type in Crelate AP i reference
  • retrieve opportunity delivery types
    retrieve opportunity delivery types in Crelate AP i reference
  • Retrieve Available Delivery Types
    Retrieve Available Delivery Types in Crelate AP i reference
  • Retrieve
    Retrieve in Crelate AP i reference
  • Is Claimed
    Is Claimed in Crelate AP i reference
  • Retrieve Placements With Access
    Retrieve Placements With Access in Crelate AP i reference
  • revoke access
    revoke access in Crelate AP i reference
  • search job postings
    search job postings in Crelate AP i reference
  • update job posting
    update job posting in Crelate AP i reference
  • update opportunity delivery types
    update opportunity delivery types in Crelate AP i reference
  • Update
    Update in Crelate AP i reference
  • Update the Children Type Meanings
    Update the Children Type Meanings in Crelate AP i reference
  • set company profile picture
    set company profile picture in Crelate AP i reference
  • set contact profile picture
    set contact profile picture in Crelate AP i reference
  • grant access
    grant access in Crelate AP i reference
  • retrieve delivery types list
    retrieve delivery types list in Crelate AP i reference

    • Any other action you can think up

Xero
  • Custom action
    Custom action in Xero (Custom)
  • Upsert line item to bill or invoice
    Upsert line item to bill/invoice in Xero
  • Add person(s) to contact
    Add person(s) to contact in Xero
  • Create timesheet with 1 line item
    Create timesheet with a single line item in Xero
  • Create bank transaction
    Create bank transaction in Xero
  • Create bill with 1 line item
    Create bill with a single line item in Xero
  • Create bill with multiple line items
    Create bill with multiple line items in Xero
  • Create contact
    Create contact in Xero
  • Create credit note with line items
    Create credit note with multiple line items in Xero
  • Create employee (US)
    Create employee in Xero
  • Create employee (AU)
    Create employee in Xero
  • Create invoice with 1 line item
    Create invoice with a single line item in Xero
  • Create invoice with line items
    Create invoice with multiple line items in Xero
  • Create item
    Create item in Xero
  • Create manual journal with line items
    Create manual journal with multiple line items in Xero
  • Create overpayment
    Create overpayment in Xero
  • Create invoice payment
    Create invoice payment in Xero
  • Create prepayment
    Create prepayment in Xero
  • Create purchase order with line items
    Create purchase order with multiple line items in Xero
  • Get contact details
    Get contact details inXero
  • Get bill or invoice details
    Get bill/invoice by ID or number in Xero
  • Get online invoice URL
    Get online invoice URL in Xero
  • Get manual journal by ID
    Get manual journal by ID in Xero
  • Get payment
    Get payment in Xero
  • Get purchase order
    Get purchase order by ID in Xero
  • List accounts Batch
    List accounts in Xero
  • List connections
    List connections in Xero
  • List currencies Batch
    List currencies in Xero
  • List organisations
    List organisations in Xero
  • List tax rates Batch
    List tax rates in Xero
  • Search accounts Batch
    Search for accounts in Xero
  • Search bank transactions Batch
    Search for bank transactions in Xero
  • Search contacts Batch
    Search for a contact in Xero
  • Search credit notes Batch
    Search credit notes in Xero
  • Search bills or invoices Batch
    Search bills/invoices in Xero
  • Search items
    Search items in Xero
  • Search manual journals Batch
    Search for manual journals in Xero
  • Search overpayments Batch
    Search overpayments in Xero
  • Search payments Batch
    Search payments in Xero
  • Search prepayments Batch
    Search prepayments in Xero
  • Search purchase orders Batch
    Search purchase orders in Xero
  • Upsert contact
    Upsert contact in Xero
  • Update bill or invoice header details
    Update bill/invoice header details in Xero
  • Update bill or invoice with line items
    Update bill/invoice with line items in Xero
  • Update item
    Update item in Xero
  • Update manual journal and line items
    Update manual journal headers and line items in Xero
  • Upload attachment
    Upload attachment to a sales record
  • Void payment
    Void payment in Xero

    • Any other action you can think up

単一のプラットフォーム

  • 強力
  • 俊敏性
  • スピード
  • 革新

Let’s start automating

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