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.

Xero
Trigger: Watch Bank Transactions
Airtable
Action: Select an action
1. Select a trigger
  • Triggers when a bank transaction is added or updated.

  • Triggers when a new bank transfer is created.

  • Triggers when a contact is created or updated.

  • Triggers when a credit note is added or updated.

  • Triggers when employee leave is approved.

  • Triggers when a new event is created.

  • Triggers when an invoice is added or updated.

  • Triggers when a new item is created.

  • Triggers when a manual journal is created or updated.

  • Triggers when a payment is created or updated.

  • Triggers when an order is added or updated.

  • Triggers when a quote is created.

2. Select an action
  • Deletes multiple records.

  • Creates a new record in Airtable.

  • Creates a record with mapped fields.

  • Deletes a record by its ID.

  • Retrieves a single record by its ID.

  • Performs an arbitrary authorized API call.

  • Updates a record by its ID.

  • Updates a record with mapped fields.

  • Creates new or updates an existing record.

Select a trigger and an action

Create workflow (opens in a new tab)