How to Add Xero Contact in Notion Database Using Pabbly Connect

Learn how to automate adding Xero contacts to a Notion database using Pabbly Connect. Follow our step-by-step guide for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Xero and Notion Integration

To start the integration process, you need to use Pabbly Connect. First, visit the Pabbly Connect website and log in. If you don’t have an account, you can sign up for free, which allows you to create workflows without any cost.

Once logged in, you will see the dashboard. Click on the ‘Access Now’ button under Pabbly Connect, which will take you to the workflow section where you can create a new workflow for connecting Xero with Notion.

2. Creating a New Workflow in Pabbly Connect

In the workflow section of Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow. For this integration, you might name it ‘Add Xero Contact to Notion Database’. Select the folder where you wish to save this workflow.

After naming your workflow, you will see two main sections: Trigger and Action. The Trigger section is where you will set up Xero as the application that initiates the workflow. Click on the Trigger application box and select Xero. You need to choose the event that will trigger this workflow.

• Select ‘New Contact’ as the trigger event.
• Connect your Xero account to Pabbly Connect by clicking on ‘Connect’.
• Allow Pabbly Connect to access your Xero account.

Once the connection is established and you have selected your organization, you can proceed to create a new contact in Xero to test the integration.

3. Testing the Trigger with a New Xero Contact

Now that you have set up the trigger in Pabbly Connect, go to your Xero account and create a new contact. Fill in the necessary details such as name, email, and phone number. Once you save the contact, go back to Pabbly Connect.

In Pabbly Connect, click on the ‘Save and Send Test Request’ button. This will allow Pabbly Connect to fetch the details of the newly created contact. You should see a response that confirms the contact details have been received successfully.

• Check if the contact name, email, and phone number are correctly displayed.
• Ensure that the response indicates the contact is active.

If you encounter any issues, remember that Pabbly Connect uses polling to check for new contacts, which may take some time. If needed, you can contact Pabbly support to adjust your polling frequency.

4. Setting Up Notion as the Action in Pabbly Connect

After successfully testing the trigger, it’s time to set up Notion as the action application in Pabbly Connect. In the Action section, select Notion and choose ‘Create Database Item’ as the action event. This action will allow you to add the new Xero contact to your Notion database.

Connect your Notion account to Pabbly Connect by clicking on ‘Connect’. Allow access to your Notion pages. Once connected, select the specific database in Notion where you want to add the contact details.

Choose the database you created for Xero contacts. Map the fields from the Xero response to the corresponding fields in Notion.

For example, map the contact name, email, phone number, and account number to the respective columns in your Notion database. After mapping, click on ‘Save and Send Test Request’ to confirm that the integration works correctly.

5. Verifying the Integration Between Xero and Notion

After setting up the action in Pabbly Connect, you should verify that the integration works as intended. Return to your Notion database and check if the new contact has been added successfully. You should see all the details you mapped from Xero.

If everything is set up correctly, every time you add a new contact in Xero, it will automatically be added to your Notion database. This seamless integration saves time and ensures your contact lists are always up to date.

In summary, we have successfully integrated Xero and Notion using Pabbly Connect. By following these steps, you can automate the process of adding new contacts from Xero to your Notion database, enhancing your productivity and organization.

Conclusion

This tutorial demonstrated how to use Pabbly Connect to automate adding Xero contacts to a Notion database. By following the steps outlined, you can streamline your workflow and ensure your contact information is always current.