Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Wild Apricot
Trigger: Contact created or modified
Xero
Action: Select an action
1. Select a trigger
  • Fires almost immediately after contact was created or modified. This is a recommended replacement for 'Contact modified (obsolete)' module.

  • WARNING: This trigger is obsolete, we recommend to use "Contact modified - instant" module. This trigger fires when a contact data was modified. You could select a date, from which to monitor contact modifications. If you choose some date in the past, you will get all contacts modified since that date.

  • Fires when an event was either created, updated or deleted.

  • Fires when event registration is created, updated, canceled or deleted. Also fires on RSVP response.

  • Warning: this module is obsolete. Use "Invoice created or modified" instead. This trigger fires when a new invoice is created in your Wild Apricot account

  • Fires when invoice is created, modified, voided or deleted.

  • This trigger fires when a new audit log item created. Records does not contain detailed information about related documents. If you need more details, please use 'Get audit log item details' module.

  • Fires when payment is created, updated, canceled or deleted.

2. Select an action
  • Adds a contact to a specified contact group.

  • Archives a contact with a given ID.

  • Creates a new bank transaction.

  • Transfers a specified amount from one account to another.

  • Creates a new batch payment.

  • Creates a new contact.

  • Creates a contact group.

  • Creates a new credit note.

  • Creates a new folder.

  • Adds a note to a record.

  • Creates a manual journal.

  • Use this method to apply payments to approved AR and AP invoices or refund AR or AP credit notes.

  • Creates a new purchase order.

  • Creates a quote.

  • Creates a new timesheet.

  • Creates a new tracking category.

  • Creates a new account.

  • Creates a new asset type.

  • Creates a new employee.

  • Creates a new invoice.

  • Creates a new item.

  • Deletes all contacts from a contact group.

  • Deletes an existing file.

  • Deletes an existing folder.

  • Deletes an existing purchase order.

  • Deletes an existing timesheet.

  • Deletes an existing tracking category.

  • Downloads an attachment.

  • Downloads an invoice.

  • Returns information about a transaction with a specified ID.

  • Retrieves contact information by ID.

  • Returns information about a contact group.

  • Returns information about a credit note with a specified ID.

  • Retrieves an existing file.

  • Retrieves an existing folder.

  • Returns information about a manual journal.

  • Retrieves information about a payment with a specified ID.

  • Returns information about a purchase order with a specified ID.

  • Retrieves a sales invoice PDF.

  • Retrieves a setting object.

  • Retrieves an existing timesheet.

  • Retrieves an existing tracking category.

  • Returns information about an account with a specified ID.

  • Retrieves an existing asset.

  • Retrieves an existing asset type.

  • Returns information about an invoice with a given ID.

  • Retrieves Xero online invoice URL.

  • Searches for an item by item ID or item code.

  • Performs an arbitrary authorized API call.

  • Removes a contact from a contact group.

  • The email will be sent to the primary email address of the contact on the invoice. The invoice must be of Type ACCREC and a valid Status for sending (SUMBITTED,AUTHORISED or PAID).

  • Updates a contact by ID.

  • Updates an existing file.

  • Updates an existing folder.

  • Updates an existing purchase order.

  • Updates an existing tracking category.

  • Updates a new account.

  • Updates an existing asset.

  • Updates an existing asset type.

  • Updates an employee by ID.

  • Updates an invoice by ID.

  • Updates an item by ID.

  • Uploads a file to a selected object.

  • Uploads a file using Files API.

  • Сreates a new asset.

Select a trigger and an action

Create workflow (opens in a new tab)