How to Add Xero Contact in Notion Database Using Pabbly Connect

Learn how to automate adding Xero contacts to your Notion database using Pabbly Connect with this step-by-step tutorial. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Xero and Notion Integration

To start automating the process of adding Xero contacts to your Notion database, first, you need to access Pabbly Connect. Open a new tab and search for Pabbly Connect, which is an excellent platform for automation.

If you don’t have an account, you can sign up for free, which takes only a couple of minutes. After signing in, you’ll be directed to the Pabbly Connect dashboard, where you can create and manage your workflows.

2. Creating a Workflow in Pabbly Connect

In this section, we will create a new workflow in Pabbly Connect. Click the ‘Create Workflow’ button to initiate the process. You will see a pop-up where you can name your workflow, for example, ‘Add Xero Contact in Notion Database.’ Choose the folder where you want to save this workflow.

• Click on the ‘Create’ button to proceed.
• You will see two main sections: Trigger and Action.
• Select ‘Xero’ as your Trigger application.

After selecting Xero, you need to choose the trigger event, which will be ‘New Contact.’ This event will initiate the workflow whenever a new contact is added in Xero.

3. Connecting Xero to Pabbly Connect

Next, you need to connect your Xero account with Pabbly Connect. Click on ‘Connect’ and then ‘Add New Connection.’ This will prompt you to log into your Xero account. Once logged in, allow access to complete the connection.

After successfully connecting, you will need to select your organization from the list that appears. If you have multiple organizations, choose the appropriate one. Now, you are set up to receive new contact details from Xero.

4. Setting Up Notion as the Action Application

After configuring the trigger, it’s time to set up Notion as the action application in Pabbly Connect. Select Notion and choose the action event, which will be ‘Create Database Item.’ This action will allow you to add new contacts to your Notion database automatically.

• Click on ‘Connect’ and then ‘Add New Connection.’
• Allow access to your Notion account.
• Select the database where you want to store the new contact details.

Once the connection is established, you can map the fields from Xero to your Notion database. This mapping ensures that the correct contact details are transferred seamlessly.

5. Mapping Xero Fields to Notion Database

In this final step, you will map the fields from the new contact in Xero to the corresponding fields in your Notion database using Pabbly Connect. You will see options to map the contact’s name, email, mobile number, and account number.

Click on each field to open the response from Xero, and select the relevant data. This mapping process allows real-time updates, ensuring that whenever a new contact is added in Xero, it reflects in your Notion database immediately.

After completing the mapping, click on ‘Save’ to finalize the workflow. You will receive a confirmation response indicating that a new row has been successfully added to your Notion database with the Xero contact details.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate adding new Xero contacts to your Notion database. By following these steps, you can ensure that your contact information is always up-to-date and synchronized between both platforms.