Create or Update a Contact in Xero from a New Plan Subscription
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100% fully customizable
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Simplify contact management by auto-creating or updating records in Xero with each new plan subscription. Utilize Mantle to capture events instantly, syncing details for precise records. Save time, cut manual entries, and maintain organized accounting effortlessly.
Frequently asked questions:
What is a template?
Templates are pre-made workflows by our team of experts. Instead of building a workflow from scratch, these have all the steps needed to complete the task.
Can I personalize a template?
Yes! Every step can be customized to meet your exact requirements. Additionally, you can even add more steps and make it more sophisticated.
Can MESA handle the setup for me?
Yes, check out our Expert Workflow Setup. We'll collaborate with you to craft the perfect workflow so you're up and running with confidence.
How this template works:
Customer subscribed
The workflow triggers when a new subscription is detected in Mantle.
Retrieve customer info
Fetches full customer details using the ID from the subscription event.
Search for contact by email
Checks Xero for an existing contact using the customer’s email address.
Path 1: Create a contact
A new Xero contact with name, email, city, and country info from Mantle is created if no match is found.
Path 2: Has existing contact
If a match is found, it updates the existing Xero contact with the latest info.
Create or Update a Contact in Xero from a New Plan Subscription
100% customizable. No code required.
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