Integrations Directory 
Xero
Xero is a cloud-based accounting software designed for small and medium-sized businesses to manage their finances easily and efficiently.
- Clients
- Patients
- Appointments
- Medical Records
- Invoices
- Inventory
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Demo/Free Trial Request
Allow users to request product demos or free trials, signaling strong buying intent.
Module:Sales
Entity:Contact
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Supplier / Vendor Registration
Onboard and approve new vendors with necessary compliance and financial information.
Module:Operations
Entity:Vendors
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Daily Operations Checklist
Ensure daily tasks are completed consistently in areas like safety, production, or logistics.
Module:Operations
Entity:Operations Task / Checklist
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Event Promotion & Follow-up
Promote webinars, trade shows, or conferences, and automate attendee follow-ups.
Module:Marketing
Entity:Event Campaign
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