When contact is created, create an item and sync future changes.
This recipe creates an item in your monday.com board when a new contact is created in your Xero account. All changes made in Xero for this contact will be updated in monday.com
- Enter the Integrations Centre by clicking "Integrate" at the top of the screen or enter through the 3 dots overflow menu.
- Find and select the Contacts feature.
- Select the recipe: 'When contact is created, create an item and sync future changes'.
- Authorise Xero and monday.com.
- Configure the recipe.
- Map the fields that will be pulled from monday.com into your Xero account upon status change.
Please note the following specifications for column types to ensure the correct information is mapped from Xero in monday.com.
The following fields are optional:
- Company Name - The company to issue the invoice. If a contact name is not matched, a new contact will be created.
- First Name - The first name of the contact
- Last Name - The last name of the contact
- Email - The email address of the contact
- Select 'Add To Board' to complete.
- You will see a green toggle button with the label 'On' to confirm that the integration is active.
If you would like additional information to be added to the contact in Xero, please submit your feature request here.