I just discovered Zapier and know almost nothing about it, so forgive me if this is a terrible question. Is there any way to have Zapier automatically download my chase bank statements and chase credit card statements each month to a folder I define?
...or maybe better yet, a way to automatically add any transactions involving my business credit card or business bank acct to my Xero account?
Best answer by Troy Tessalone
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+14
Hi
Good question.
If those are behind a login, then it’s unlikely those files will be accessible.
However, if you get those delivered via email, then it might be possible.
What folder app would you be using? (e.g. GDrive)
Check out the available triggers/actions for the Xero Zap app: https://zapier.com/apps/xero/integrations#triggers-and-actions
Hi
Good question.
If those are behind a login, then it’s unlikely those files will be accessible.
However, if you get those delivered via email, then it might be possible.
What folder app would you be using? (e.g. GDrive)
Check out the available triggers/actions for the Xero Zap app: https://zapier.com/apps/xero/integrations#triggers-and-actions
yeah, I’d be using Google drive, which is sync’ed locally. I don’t get the statements emailed to me so it would be behind a login, so I guess it’s not possible. I’ll check with Chase though and see if it’s possible to have statements emailed to me. Thanks for the response.
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