Xero + Zoho CRM

Create Xero bills from new Zoho CRM module entries

Effortlessly manage your financial records with this seamless workflow between Zoho CRM and Xero. When a new module entry is added in Zoho CRM, this automation will create a bill in Xero, keeping your accounts up-to-date and organized. Save time and reduce manual data entry by connecting these two apps to streamline your business processes.

Effortlessly manage your financial records with this seamless workflow between Zoho CRM and Xero. When a new module entry is added in Zoho CRM, this automation will create a bill in Xero, keeping your accounts up-to-date and organized. Save time and reduce manual data entry by connecting these two apps to streamline your business processes.

  1. When this happens...
    Zoho CRMZoho CRM
    New Module Entry

    Triggers instantaneously when any entry is created in the specified module.

    TriggerInstant
  2. automatically do this!
    XeroXero
    Create Bill

    Creates a new bill (Accounts Payable).

    ActionWrite
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Supported triggers and actions

  • Zoho CRM triggers, actions, and search

    New Lead

    Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.

    Trigger
    Polling
    Try It
  • Zoho CRM triggers, actions, and search

    New or Updated Contact

    Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.

    Trigger
    Polling
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
xero logo
xero logo

About Xero

Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.
Learn more

Related categories

  • Accounting

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zoho-crm logo
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About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.
Learn more

Related categories

  • CRM (Customer Relationship Management)
  • Zoho

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