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Xero
ActiveTrail

Add new Xero contacts to ActiveTrail

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Every time a new contact is created in Xero, Make will automatically add it to an ActiveTrail group of your choice.

Apps Included

Categories
Marketing Automation & Sales Funnels
Email Marketing
Landing Pages
SMS & Phone

Similar templates for inspiration

Looking to get more out of your apps? With Make, you can visually integrate any app into any workflow to save time and resources - no coding required. Try any of these templates in just a few clicks.

Google Sheets
Endorsal
Create new contacts in Endorsal from new rows in Google Sheets

This template periodically checks for new rows in a Google Sheets spreadsheet and uploads the new rows as new contacts into Endorsal.

The template is using this sample Google Sheets spreadsheet - you can make a copy of it if you'd like to.

The template is scheduled to run daily at 8:00 am. You can change the schedule after you set up the template.

Create your own workflow

Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Xero
Add a Contact to a Contact Group

Adds a contact to a specified contact group.

Action
ActiveTrail
Add a member to a group

Update a member or create a new member in a group and send a campaign if provided.

Action
Xero
Archive a Contact

Archives a contact with a given ID.

Action
Xero
Create a Bank Transaction

Creates a new bank transaction.

Action
Xero
Create a Bank Transfer

Transfers a specified amount from one account to another.

Action
Xero
Create a Batch Payment

Creates a new batch payment.

Action
Xero
Create a Contact

Creates a new contact.

Action
Xero
Create a Contact Group

Creates a contact group.

Action
Xero
Create a Credit Note

Creates a new credit note.

Action

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