Product Overview
Explore all the benefits and features of Automate.io
New or Modified Contact
Triggers when a new contact is created or an existing one is modifiedNew Overpayment
Triggers when a new overpayment is generatedNew Payment
Triggers when a new payment is added to xeroInvoice Status Change
Triggers when a the status of the sales invoice changes to a particular valueNew Sales Invoice
Triggers when a new sales invoice is added to xeroNew Invoice Line Item
Triggers when there is a Invoice, for each line item. If there is an order with 5 line items, the Bot will run 5 times, each time with details of one line item.New Purchase Order
Triggers when a new purchase order is added to xeroInvoice Overdue
Triggers when the invoice is overdue by a specified number of daysNew Bill
Triggers when a new bill is added to xeroNew or Modified Credit Note
Triggers when a new credit note is added or an existing credit note is updatedAdd Or Update a Contact
Create or Update a ContactSearch Contact
Search A Contact Based On Contact ID Or Email AddressAdd a Payment
Apply payments to approved AR and AP invoicesAdd a Sales Invoice
Create a new Sales InvoiceAdd a Bill
Creates a new BillAdd a Purchase Order
creates a new purchase orderSearch Invoices
search invoices based on invoice id or invoice numberUpdate an Invoice
Updates an existing Invoice by Invoice ID or Invoice NumberAdd Credit Note
Adds a new credit noteAdd an Item
Add a new item in to inventoryAdd Line Item To Sales Invoice
Add a new line item to an existing sales invoiceSearch Bill
Search bill by Bill Invoice ID, Reference or Contact IDSearch Credit Note
Search credit note by Credit Note Id or Credit Note NumberSearch An Item
search a item/product with its name or idSearch Payments
Search payments by Payment Id or ReferenceSend an Invoice
Send Invoice by Invoice Id to the Invoice email addressCRM
Xero
Run workflows spanning across your CRM, Xero and Email apps. Trigger workflows automatically when things happen in any of the apps.
Try NowiPaaS products that connect multiple apps have been costly and complicated to use. Automate.io brings the same power to small businesses at economical price so you can automate away your tedious & repetitive tasks once and for all.
No coding. Easy to use drag and drop interface designed keeping non-technical users in mind.
Used by 30,000+ organizations from 93 countries, from small businesses to Fortune 500.
Runs on secure HTTPS and all sensitive data is stored using powerful encryption format.
“
The drag-and-drop interface makes setting up bots very easy. I was able to integrate the CRM I created in Airtable with Acuity Scheduling, Square, and Google Contacts. Now I don't have to quadruple-enter new clients. Yay! Kate, Founder
“
Their team is always responsive whenever I have any issues and answer usually right away or within a couple of hours. Whether it’s live chat or via video call, they always try to answer all of my questions and even go in to troubleshoot for me which saves so much time and energy. I have never seen customer support this responsive and helpful! Mia, Small Business Founder
Say goodbye to those busy days.
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