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Xero + Zoho CRM

Update related module entries in Zoho CRM when new bills are created in Xero

Optimize your financial operations seamlessly with this effective workflow. As soon as a new bill is generated in Xero, the corresponding module entry in your Zoho CRM gets a prompt update. This system ensures up-to-date customer records, saving you precious time and minimizing possibilities of manual inaccuracies. A great tool to amplify your financial management efficiency.

Optimize your financial operations seamlessly with this effective workflow. As soon as a new bill is generated in Xero, the corresponding module entry in your Zoho CRM gets a prompt update. This system ensures up-to-date customer records, saving you precious time and minimizing possibilities of manual inaccuracies. A great tool to amplify your financial management efficiency.

  1. When this happens...
    XeroXero
    New Bill

    Triggers when you add a new bill. (Accounts Payable).

    TriggerPolling
  2. automatically do this!
    Zoho CRMZoho CRM
    Update Related Module Entry

    Relates an entry in this module with an entry in another module

    ActionWrite
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Supported triggers and actions

    • OrganizationRequired

    Trigger
    Polling
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    • OrganizationRequired

    Trigger
    Polling
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    • OrganizationRequired

    • Days OverdueRequired

    Trigger
    Polling
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    • OrganizationRequired

    • Status

    Trigger
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    • OrganizationRequired

    • Status

    • Type

    Trigger
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    • OrganizationRequired

    • Report TypeRequired

    Trigger
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    • OrganizationRequired

    • Payment Type

    Trigger
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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.

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