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with Xero Accounting and EspoCRM?
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Popular Ways to Connect Xero Accounting with EspoCRM#
Popular Xero Accounting and EspoCRM Triggers#
Emit new event upon the creation, update, deletion, or changes of any field in an entity type. See the documentation
Emit new notifications when you create a new or update existing contact
Emit new notifications when you create a new or update existing invoice
Emit new event for each incoming webhook notification. To create a Xero Webhook, please follow the instructions here
Popular Xero Accounting and EspoCRM Actions#
Adds line items to an existing sales invoice. See the docs here
Gets bank statements for the specified bank account.
This component creates a new task in Espo CRM. 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 EspoCRM#
The EspoCRM API allows for robust interaction with your CRM data, enabling the automation of tasks, syncing data across platforms, and the enhancement of customer relationship management through customized workflows. By leveraging this API within Pipedream, you can design serverless workflows that react to CRM events, integrate with other services, and manipulate data to fit your business processes. Pipedream's no-code platform makes it straightforward to create, execute, and maintain these workflows, allowing you to focus on innovation rather than infrastructure.
Connect EspoCRM#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
espocrm: {
type: "app",
app: "espocrm",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://${this.espocrm.$auth.url}/api/v1/CurrencyRate`,
headers: {
"X-Api-Key": `${this.espocrm.$auth.api_key}`,
},
})
},
})
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