How to Add Xero Contacts to Notion Database Using Pabbly Connect

Learn how to automate adding Xero contacts to Notion database using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Xero and Notion Integration

To integrate Xero with Notion, we will use Pabbly Connect. First, access Pabbly Connect by visiting their website and signing up for a free account if you haven’t already. After logging in, you will be directed to the Pabbly Connect dashboard where you can create new workflows.

Click on the ‘Create Workflow’ button to initiate a new integration setup. Name your workflow something descriptive, like ‘Add Xero Contact to Notion Database’, and select a folder to save your workflow. This organization will help you manage multiple workflows efficiently.

2. Configuring Trigger in Pabbly Connect for Xero

In this step, we will configure the trigger for our workflow using Pabbly Connect. The trigger application will be Xero, and the event will be set to ‘New Contact’. This means that whenever a new contact is added in Xero, it will automatically trigger the action in Notion.

• Select Xero as the trigger application.
• Choose ‘New Contact’ as the trigger event.
• Connect your Xero account by clicking on ‘Connect’.

After connecting, you will need to allow access to your Xero account. Once the connection is successful, select your organization from the dropdown menu. This step ensures that Pabbly Connect is linked to the correct account for data retrieval.

3. Adding a New Contact in Xero

Now that we have set up the trigger in Pabbly Connect, we need to add a new contact in Xero. Navigate to the Contacts section in your Xero account and click on ‘All Contacts’. From there, select ‘New Contact’ to input the contact details.

Fill in the necessary fields such as contact name, account number, email, and phone number. After entering the details, click on ‘Save and Close’. This action will activate the trigger we set up in Pabbly Connect, allowing the information to flow into Notion.

4. Setting Up Action in Pabbly Connect for Notion

With the trigger configured and a new contact added in Xero, we can now set up the action in Pabbly Connect. The action application will be Notion, and the event will be ‘Create Database Item’. This means that the new contact details will be added to a specified database in Notion.

• Select Notion as the action application.
• Choose ‘Create Database Item’ as the action event.
• Connect your Notion account by allowing access.

Once connected, select the database where you want to store the contact details. You will be mapping the fields from the new contact in Xero to the corresponding columns in your Notion database.

5. Mapping Fields in Pabbly Connect for Notion Database

The final step involves mapping the fields from the Xero contact to your Notion database using Pabbly Connect. This ensures that the data from Xero is accurately reflected in Notion. Open the mapping section and select the appropriate fields from the response received from Xero.

Map the contact name, email, account number, and phone number to the corresponding columns in your Notion database. After mapping, click on ‘Save and Send Test Request’ to verify that the integration works correctly. You should receive a positive response indicating that the data was successfully added to Notion.

Conclusion

Using Pabbly Connect, you can seamlessly automate the process of adding Xero contacts to your Notion database. By following the steps outlined in this tutorial, you can ensure that your contact information is always up to date without manual entry. This integration enhances productivity and streamlines your workflow.