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Agile CRM + Xero

Create or update Agile CRM contacts from new Xero sales invoices

Keep your CRM updated with the latest sales invoice data from Xero using this seamless workflow. When a new sales invoice is created in Xero, this automation will create or update a contact in Agile CRM with the relevant information. Stay organized and ensure your CRM always has the most accurate and up-to-date information for better customer management.

Keep your CRM updated with the latest sales invoice data from Xero using this seamless workflow. When a new sales invoice is created in Xero, this automation will create or update a contact in Agile CRM with the relevant information. Stay organized and ensure your CRM always has the most accurate and up-to-date information for better customer management.

  1. When this happens...
    XeroXero
    New Sales Invoice

    Triggers when you add a new sales invoice. (Accounts Receivable).

    TriggerScheduled
  2. automatically do this!
    Agile CRMAgile CRM
    Create or Update Contact

    Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • OrganizationRequired

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Payment Type

    Trigger
    Scheduled
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    • OrganizationRequired

    • Quote Status

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Status

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Status

    • Type

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Purchase Order Status

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    Trigger
    Scheduled
    Try It
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About Agile CRM

Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.
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Related categories

  • CRM (Customer Relationship Management)

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