When a new contact is created in your Xero, you can automatically create a record for them in your Grist. This way, you'll always have up-to-date information on your contacts and can easily track their progress. Plus, you won't have to manually enter data into multiple systems - it will all be taken care of automatically.
So go ahead and set up this integration - it will make your life much easier!
You Can Also Connect Grist or Xero With 1400+ Other Apps
Grist
Grist is a fully featured data management and reporting platform. From basic storage and querying to advanced charting and dashboards - all in one place.
Xero lets you do your books from anywhere - on the go, at home or in a store. It's easy to track and manage your business finances with critical accounting features that automatically update so you always know where you stand.