Connect Xero and club-management-u to Build Intelligent Automations
Enable Integrations or automations with these events of Xero and club-management-u
Enable Integrations or automations with these events of Xero and club-management-u
Triggers
New Contact
Triggers when you add a new contact
New Quote
Triggers when a new quote is created
New Credit Note
Triggers When A New Credit Note Is Created
New Purchase Order
Triggers when a new purchase order is created
New Bill
Triggers When You Add A New Bill
New Bank Transaction
Triggers When A New Bank Transaction Is Created
Actions
Create a Contact
Creates a new contact.
Create Project
Creates a New Project For a Contact
Create Purchase Order
Creates A New Purchase Order For A Contact
Create New Quote
Creates a New Quote
Find a Purchase Order
Find a Purchase Order By Order Number Or Order ID
Find Invoice
Finds An Invoice By Number Or Reference
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Frequently Asked Questions
To start, connect both your Xero and club-management-u accounts to viaSocket. Once connected, you can set up a workflow where an event in Xero triggers actions in club-management-u (or vice versa).
Absolutely. You can customize how Xero data is recorded in club-management-u. This includes choosing which data fields go into which fields of club-management-u, setting up custom formats, and filtering out unwanted information.
The data sync between Xero and club-management-u typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Xero and club-management-u. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Xero
Xero 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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About club-management-u
Club Management 4 U is a Club Management Application to help you manage the full customer journey of all of your leads and customers no matter what type of sports club you run.
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