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with Xero Accounting and Copper?
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Popular Ways to Connect Xero Accounting with Copper#
Popular Xero Accounting and Copper Triggers#
Emit new event when a new opportunity is created in Copper
Emit new event when a person object is newly created in Copper
Emit new notifications when you create a new or update existing contact
Emit new notifications when you create a new or update existing invoice
Popular Xero Accounting and Copper Actions#
Adds line items to an existing sales invoice. See the docs here
Relates an existing project with an existing CRM object. See the documentation
Gets bank statements for the specified bank account.
Creates a new person or updates an existing one based on email address. See the documentation
Overview of Xero Accounting#
The Xero Accounting API offers a powerful gateway to access and manipulate financial data within Xero. Leveraging Pipedream's capabilities, developers can build custom workflows that streamline accounting processes, sync financial data with external systems, and trigger actions based on financial events. This API allows for the automation of tasks such as invoicing, bank reconciliation, bill payments, and reporting, which can lead to significant time savings and enhanced data accuracy.
Connect Xero Accounting#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
xero_accounting_api: {
type: "app",
app: "xero_accounting_api",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.xero.com/connections`,
headers: {
Authorization: `Bearer ${this.xero_accounting_api.$auth.oauth_access_token}`,
},
})
},
})
Overview of Copper#
Copper CRM's API unlocks the potential to streamline customer relationship management through automation and integration. On Pipedream, this means you can leverage event-driven workflows to sync contacts, manage deals, and automate tasks. Think of it as connecting Copper's insights directly to other apps or databases, triggering events in real-time based on CRM updates or capturing fresh leads instantaneously.
Connect Copper#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
copper: {
type: "app",
app: "copper",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.prosperworks.com/developer_api/v1/account`,
headers: {
"X-PW-AccessToken": `${this.copper.$auth.api_key}`,
"X-PW-Application": `developer_api`,
"X-PW-UserEmail": `${this.copper.$auth.email}`,
"Content-Type": `application/json`,
},
})
},
})
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