Learn how to automate creating Aweber subscribers from Xero contacts using Pabbly Connect. Follow this detailed 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. Access Pabbly Connect for Integration
To create Aweber subscribers from Xero contacts, you first need to access Pabbly Connect. This platform enables seamless automation between various applications, including Xero and Aweber. Start by visiting the Pabbly website and signing into your account.
If you are a new user, you can sign up for free and receive 100 tasks monthly. Once logged in, navigate to the dashboard and select the Pabbly Connect option by clicking on ‘Access Now’. This will direct you to the workflow creation area.
2. Create a New Workflow in Pabbly Connect
In the Pabbly Connect dashboard, you will need to create a new workflow to automate the process. Click on the ‘Create Workflow’ button located in the upper right corner. A dialog box will appear asking for a workflow name.
- Name your workflow (e.g., ‘Aweber Subscriber for Xero Contact’)
- Select a folder to save your workflow (e.g., ‘Aweber’)
- Click ‘Create’ to finalize your workflow setup
After creating the workflow, you will see two sections labeled Trigger and Action. Setting up these two components is crucial for the automation process, as they dictate how data flows between Xero and Aweber through Pabbly Connect.
3. Set Up Trigger from Xero in Pabbly Connect
The next step is to configure the trigger application, which in this case is Xero. Click on the arrow in the Trigger section and select Xero as your application. The trigger event will be set to ‘New Contact’, indicating that each time a new contact is created in Xero, Pabbly Connect will capture this event.
After selecting the trigger event, click on ‘Connect’. A dialog box will appear where you can either add a new connection or choose an existing one. If creating a new connection, you will need to authorize Pabbly Connect to access your Xero account by clicking ‘Allow Access’.
4. Create a New Contact in Xero
Now that Pabbly Connect is connected to Xero, you need to create a new contact to test the integration. Navigate to your Xero account, click on ‘Contacts’, and then select ‘All Contacts’. To add a new contact, click on the ‘New Contact’ button.
- Fill in the contact details such as Name, Account Number, First Name, Last Name, and Email
- For the phone number, include the country code (e.g., +91)
- Click ‘Save and Close’ to create the contact
Once saved, go back to Pabbly Connect and check if the new contact details have been captured. Click on ‘Save and Send Test Request’ to confirm that the integration is working correctly. If successful, Pabbly Connect will display the contact information you just entered.
5. Set Up Action to Create Aweber Subscriber
The final step is to configure the action application, which will be Aweber. In the Action section, click on the arrow and select Aweber as the application. The action event should be set to ‘Add or Update Subscriber’. This means that every time a new contact is added in Xero, a corresponding subscriber will be created in Aweber via Pabbly Connect.
Click on ‘Connect’ and authorize your Aweber account by logging in and allowing access. Once authorized, you will need to specify the List ID where the new subscriber should be added. Map the necessary data fields such as Full Name and Email from the previous trigger step.
After filling in the required details, click on ‘Save and Send Test Request’. Check your Aweber account to verify that the new subscriber has been created successfully. You should see the new contact appear in your Aweber subscribers list, confirming that the integration through Pabbly Connect was successful.
Conclusion
In this tutorial, we demonstrated how to create Aweber subscribers from Xero contacts using Pabbly Connect. By following these steps, you can automate your subscriber management efficiently.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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