How to Integrate Slack with Xero
Here’s a step by step process on how to integrate Slack with Xero using Zapier:
- Click ‘Trigger’, search and select 'Xero' as the trigger app.
- Choose a trigger event based on your requirements.
- Select 'Allow' to grant Xero access to your Zapier account.
- Select the organization and click 'Continue'.
- Click 'Test trigger' and Zapier will pull sample data from Xero to ensure everything is set up correctly.
- Search and select 'Slack' as the action app.
- Select the event for your action app.
- Log in and authorize Zapier to access your Zapier account.
- Map the data from Xero to Slack and click 'Continue'.
- Click 'Test step'.
- Rename your Zap by clicking the 'Untitled Zap' button.
- Once everything is set up correctly, turn on your Zap to enable the integration by clicking 'Publish'.