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Triggers when a new project is created
Triggers when you add a new contact
Triggers when a new quote is created
Triggers When A New Credit Note Is Created
Triggers when a new purchase order is created
Add Data to Project.
List of all tags associated with a workspace
List of insights associated with a workspace.
List of contacts within a workspace.
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Master accounting automation with this guide with examples. Explore top tools, steps, and tips to save time, reduce errors, and streamline finances in 2025.
Learn to automate Xero and simplify your accounting tasks. Explore pricing options and essential integrations to enhance your financial management efficiency.
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Dovetail lets you organize user research data, analyze it together, and share insights with your team. Understand your customers with Dovetail and build better things.
Learn MoreXero is a cloud-based accounting software platform for small and medium-sized businesses. It connects business owners with their financial data and advisors anytime, anywhere, on any device.
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