Aero Workflow
Aero is workflow & practice management built specifically with the modern cloud-based accounting firm in mind.
Go to siteAero Workflow API Integrations
Build and run workflows using the Aero Workflow API. Use 1000s of source-available triggers and actions across 2,000+ apps. Or write custom code to integrate any app or API in seconds.
Overview#
The Aero Workflow API enables the automation of task management and workflow optimization for professional service firms. Using Pipedream, you can harness this API to create powerful automations that streamline the tasks and procedures within your business. This can significantly reduce manual input, error rates, and increase overall efficiency.
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
aero_workflow: {
type: "app",
app: "aero_workflow",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.aeroworkflow.com/api/${this.aero_workflow.$auth.account_number}/me`,
headers: {
"apikey": `${this.aero_workflow.$auth.api_key}`,
},
})
},
})
Choose an API to Connect with Aero Workflow API#
1-24of2,000+apps by most popular
Example Use Cases#
Automated Client Onboarding: Trigger a workflow in Aero Workflow whenever a new client is added in your CRM, like Salesforce. The workflow can automatically create a series of tasks tailored to onboarding that particular client, such as sending welcome emails, setting up accounts, and scheduling initial meetings.
Project Management Enhancement: Connect Aero Workflow with project management tools like Trello or Asana. When a certain phase of a project is completed, a trigger can initiate a series of follow-up tasks in Aero Workflow, ensuring nothing falls through the cracks and keeping all team members aligned and aware of next steps.
Invoice and Payment Processing: Integrate Aero Workflow with accounting software like QuickBooks. When work is marked as completed in Aero Workflow, the API can trigger an invoice creation in QuickBooks, and upon payment receipt, a corresponding task in Aero Workflow can be marked as settled, keeping finances and task statuses in sync.
Popular Aero Workflow Integrations#
Popular Aero Workflow Triggers#
Emit new events when a new company is created. See the docs
Authentication#
Aero Workflow uses API keys for authentication. When you connect your Aero Workflow account, Pipedream securely stores the keys so you can easily authenticate to Aero Workflow APIs in both code and no-code steps.
To get your API Key and Account Number, navigate to Account Settings > Account Profile.
- If you've already created an API Key it will be listed on this screen.
- If there is no API Key listed, click the Generate new API Key button.
- The Account Number (also sometimes called "Account ID") is listed below the API Key