Automation flow builder for Xero
Drag & drop automation flow builder
Up to 10X faster than custom development (engineering)
Pre-built automations and outstanding support
Generate PDFs, XSLX, CSVs and custom emails or reports
Welcome the automated company
dynamic insight allows you to integrate and automate processes with Xero and 80 additional data integrations including major CRMs, ERPs, Business Intelligence (BI) tools, databases, file systems, analytics platforms, and finance and reporting tools. Thus, we provide an integration platform as a service (iPaaS) as well as a workflow and process automation drag & drop flow builder.
This allows you to save up to 10x time of development work and decreases maintenance. In just a few minutes, you can use our powerful low-code flow builder to connect to any system or API. Serving enterprise clients, we provide full GDPR (DSGVO) compliance and German based data centers.
Popular Xero automation actions:
- Get Account Connection Ids ✓ - Check the tenants you're authorized to access
- Update Account ✓ - Updates a chart of accounts
- Create Branding Theme Payment Services ✓ - Creates a new custom payment service for a specific branding theme
- Post Wildcard Request ✓ - POST wildcard endpoint: This allows you to dynamically create your own endpoints for this Connector
- Update Bank Transfer Attachment By File Name ✓
- Update Bank Transaction Attachment By File Name ✓ - Updates a specific attachment from a specific bank transaction by filename
- Update Account Attachment By File Name ✓ - Updates attachment on a specific account by filename
- Get Bank Transaction Attachments ✓ - Retrieves any attachments from a specific bank transactions
- Get Bank Transaction Attachment By Id ✓ - Retrieves specific attachments from a specific BankTransaction using a unique attachment Id And 36 more...
- Schedule trigger ✓
- On create / update trigger ✓
- Manual trigger ✓
- Webhook trigger ✓
- Trigger by other automation ✓
Get started todayGET IN TOUCH
HOW CAN WE HELP?
Frequently Asked Questions (FAQ)
How can I integrate and automate Xero?
First, you need to get in touch with us to sign up for a dynamic insight account. Next, you go to the settings section, where you can authenticate and configure the Xero integration, among many others.
My app, tool or system is not listed as an integration above - how can I integrate it?
We can integrate most modern apps, tools or systems in under 48 hours upon request. Old fashioned systems and interfaces can take more time. Please contact us for details using the contact form.
What is dynamicInsight?
dynamic insight empowers businesses to automate all processes, connect all systems and build company-wide dashboards. This allows you to save cost, while dashboarding provides you with an integrated view of your entire business.
More technically, dynamic insight provides Automation, API Integration. ETL (Extract, Transform, Load), data warehouse and dashboarding functionality - all in one software! Additionally, we provide consulting services to ensure success. Our platform is hosted in Germany (Frankfurt) and fully GDPR compliant (DSGVO).