Pro feature ยท Transactions

Connect the current contact to an external service.

Add a button that opens an external website and passes the customer or supplier name as a parameter, reducing repeated searching and retyping.

External integration

Carry useful context into the next system.

When a workflow continues outside Xero or QuickBooks, the custom link can open the external service with the current customer or supplier name already included. The receiving website can use that value to search, filter or begin its own workflow.