GUIDEcx and Xero 통합과 자동화

다양한 솔루션을 매끄럽게 연결하세요. Workato로 워크플로를 자동화하고 효율성을 향상시켜 보세요.

Ratings

4.9

Peer Insights™

100%

Customer Recommendation

Total

100+

active users

Avg

2 min

to connect

Custom connections

Available

via HTTP connector

시장을 선도하는 기업들이 Workato를 사용합니다

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Build powerful workflows, fast

Triggers

When this happens…

GUIDEcx
  • Webhook Real-time
    Webhook in GUID ecx

    • Any other trigger you can think up

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…

GUIDEcx
  • Custom action
    Custom action in GUIDEcx (Custom)
  • Add customer team member to project
    Add customer team member to project in GUID ecx
  • Add internal team member to project
    Add internal team member to project in GUID ecx
  • Create project note
    Create project note in GUID ecx
  • Create task note
    Create task note in GUID ecx
  • Set initial project custom field value
    Set initial project custom field value in GUID ecx
  • Set initial task custom field value
    Set initial task custom field value in GUID ecx
  • Assign project tag to project
    Assign project tag to project in GUID ecx
  • Assign task tag to task
    Assign task tag to task in GUID ecx
  • Create custom field
    Create custom field in GUID ecx
  • Create milestone
    Create milestone in GUID ecx
  • Create pending project
    Create pending project in GUID ecx
  • Create project
    Create project in GUID ecx
  • Create project tag
    Create project tag in GUID ecx
  • Create task
    Create task in GUID ecx
  • Create task tag
    Create task tag in GUID ecx
  • Create time record
    Create time record in GUID ecx
  • Subscribe to webhook
    Subscribe to webhook in GUID ecx
  • Delete webhook
    Delete webhook in GUID ecx
  • Get milestone by ID
    Get milestone by ID in GUID ecx
  • Get milestone CSAT responses
    Get milestone CSAT responses in GUID ecx
  • Get milestones by project
    Get milestones by project in GUID ecx
  • Get note by ID
    Get note by ID in GUID ecx
  • Get notes by project
    Get notes by project in GUID ecx
  • Get notes by task
    Get notes by task in GUID ecx
  • Get project by ID
    Get project by ID in GUID ecx
  • Get project CSAT responses
    Get project CSAT responses in GUID ecx
  • Get project properties
    Get project properties in GUID ecx
  • Get project tags
    Get project tags in GUID ecx
  • Get task by ID
    Get task by ID in GUID ecx
  • Get task groups by project
    Get task groups by project in GUID ecx
  • Get task properties
    Get task properties in GUID ecx
  • Get user
    Get user in GUID ecx
  • Get webhook
    Get webhook in GUID ecx
  • List custom fields
    List custom fields in GUID ecx
  • List time categories
    List time categories in GUID ecx
  • List time records
    List time records in GUID ecx
  • List users
    List users in GUID ecx
  • List webhooks
    List webhooks in GUID ecx
  • Remove team member from project
    Remove team member from project in GUID ecx
  • Search milestones
    Search milestones in GUID ecx
  • List projects
    List projects in GUID ecx
  • Search Projects by Customer Email
    Search Projects by Customer Email in GUID ecx
  • List tasks
    List tasks in GUID ecx
  • List templates
    List templates in GUID ecx
  • Sum Time Records
    Sum Time Records in GUID ecx
  • Update custom field
    Update custom field in GUID ecx
  • Update project
    Update project in GUID ecx
  • Update project custom field value
    Update project custom field value in GUID ecx
  • Update project properties
    Update project properties in GUID ecx
  • Update task
    Update task in GUID ecx
  • Update task custom field value
    Update task custom field value in GUID ecx
  • Update task order
    Update task order in GUID ecx
  • Update task properties
    Update task properties in GUID ecx
  • Upsert Project Custom Field Batch
    This is an advanced action which will upsert a custom field or a merge tag to a project based on the custom field name. Merge tags are being deprecated and will be replaced with custom fields. This action will handle that mapping.

    • 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

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