How to Create Xero Contact on FlexiFunnels Purchase Using Pabbly Connect

Learn how to create a Xero contact automatically when a purchase is made on FlexiFunnels using Pabbly Connect. Follow our step-by-step guide for seamless integration.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for FlexiFunnels and Xero Integration

To create a Xero contact on a FlexiFunnels purchase, you first need to access Pabbly Connect. This platform allows you to automate processes between FlexiFunnels and Xero seamlessly. Start by signing in to your Pabbly account, or create a new one if you are a first-time user.

Once logged in, you will be directed to the Pabbly dashboard. Here, you can view all your workflows. To set up the integration, click on the ‘Create Workflow’ button. This action will initiate the process of connecting FlexiFunnels with Xero through Pabbly Connect.

2. Setting Up the Workflow in Pabbly Connect

In this step, you will configure the workflow to trigger when a purchase is made in FlexiFunnels. Select FlexiFunnels as the trigger application and choose the event as ‘New Purchase’. This setting ensures that every time a purchase occurs, the workflow will activate.

• Select ‘New Purchase’ as the trigger event.
• Connect your FlexiFunnels account by providing the necessary authentication details.
• Test the trigger to ensure it captures the purchase data correctly.

After completing these steps, you will have successfully set up the trigger in Pabbly Connect. This will allow the automation to start capturing data from FlexiFunnels whenever a purchase is made.

3. Connecting to Xero for Contact Creation

Now that you have set the trigger, the next step is to connect to Xero. In the action application section, select Xero and choose the action event as ‘Create Contact’. This action will enable the workflow to create a new contact in Xero automatically whenever a purchase occurs in FlexiFunnels.

• Authenticate your Xero account within Pabbly Connect.
• Map the fields from FlexiFunnels to the corresponding fields in Xero.
• Test the action to confirm that a new contact is created successfully in Xero.

By following these steps, you will ensure that every new purchase in FlexiFunnels results in a new contact being created in Xero, facilitated by Pabbly Connect.

4. Finalizing the Automation Setup

After testing the workflow and confirming that the contact creation is functioning correctly, it’s time to finalize the setup. Ensure that all details are correctly mapped between FlexiFunnels and Xero. Review the workflow settings to make sure everything is in place. using Pabbly Connect

Once you are satisfied with the setup, click on the ‘Save’ button to activate the workflow. This final step will enable the automation to run continuously, creating Xero contacts automatically whenever a purchase is made through FlexiFunnels.

5. Testing the Integration Between FlexiFunnels and Xero

To ensure that your integration is working smoothly, perform a test purchase in FlexiFunnels. Fill in the necessary details and complete the purchase process. After the purchase, navigate back to Pabbly Connect to check if the contact was successfully created in Xero.

Monitor the workflow in Pabbly Connect to see the response from Xero. If the contact appears as expected, your integration is successful. This process demonstrates how Pabbly Connect effectively bridges FlexiFunnels and Xero, automating the contact creation process seamlessly.

Conclusion

In this tutorial, we explored how to create a Xero contact on a FlexiFunnels purchase using Pabbly Connect. By following the steps outlined, you can automate the process efficiently, ensuring that your business operations run smoothly.