Overview
Using Zapier with Tookan for third-party integration is a robust technique to optimize and streamline day-to-day delivery operations. In this article, we’ll give you a basic run-through on how to integrate Tookan with Xero using Zapier, hassle-free.
What is Xero?
Xero is an accounting app that lets you track business expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, e-commerce, time-tracking, and more.
Zap & It’s Components
Zap is the basic integration that can be created in Zapier. The simplest form of Zap has two basic components to it:
- A Trigger
- An Action
To put it simply, a Zap is a blueprint for a task you plan to do over and over. A Zap looks like this:
When I get a “new bill” in Xero, a “new task” is created in Tookan.
The first part is the Trigger and the second part is the Action.
What is a Trigger?
A Trigger is an event that automates processes to tell the Zap when to run.
While building a Zap, step 1 is to set the triggers right.
All the third-party apps used by your team use the trigger to initiate task creation in Tookan
In Xero, you can add several triggers like “New Bill”, “New Contact”, “New Expense Claim Receipt” and many more.
POPULAR THIRD-PARTY APPS FOR GENERATING TRIGGERS
What is Action?
An Action is an event a Zap performs. This event occurs every time the trigger fires.
For example, In the case of Xero, a possible trigger could be “New Bill” and the action in response to this on Tookan would be a New Task.
This only constitutes as an example of what a Trigger and Action process creates. You can easily replicate the above steps and customize the trigger and action according to your business needs.
With all that as a given, it wouldn’t be wrong to say that it is super easy to integrate Tookan with all your favorite third-party apps available in Zapier using a Zap in Zapier.
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