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.
- When this happens...New Sales Invoice
Triggers when you add a new sales invoice. (Accounts Receivable).
- automatically do this!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.
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