Zapier
Private First AI Employee app in Zapier
Recommended route
What it does
New Contact in First AI Employee runs Find or Create Contact in Xero.
Before you start
Contact sync only. Do not create invoices or payments automatically.
What it does not do
This is customer-owned automation, not a native or two-way sync. The private First AI Employee app is installed from the dashboard invitation and is not searchable in Zapier’s public directory.
Set it up
- Open Integrations in your First AI Employee dashboard and use the current private-app invitation shown there.
- Create a Zap with New Contact from First AI Employee, then choose Xero and Find or Create Contact.
- Authorize your own Xero account and complete this account-specific requirement: Contact sync only. Do not create invoices or payments automatically.
- Map Event ID and the caller fields you actually need, test the downstream record in the provider, then turn on the Zap.