amoCRM
When this happens...
XeroNew Sales Invoice
Then do this...
amoCRMCreate Note

Forget switching back and forth between your accounting app and your CRM when its time to follow up on invoices. Now you can see invoice info in amoCRM! With this Zap, whenever you add an invoice in Xero, Zapier will find the appropriate contact profile in amoCRM and add the invoice as a note. That way, you have vital info in front of you when you pick up the phone.

Note: This is one of amoCRM's Xero zaps. Check out our others for adding Xero contacts, bills, and payments to amoCRM

How it works

  1. An invoice is added in Xero
  2. The invoice info is added to the corresponding contact in amoCRM

Apps involved

  • Xero
  • amoCRM

Why Zapier?

Free

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Enterprise-level security—connect mission-critical apps.

It's easy to connect amoCRM + Xero and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
Lead Status Changed

Triggers when lead status is changed.

Create Lead

Creates a new lead.

Lead Updated

Triggers when lead is updated.

Create Lead With Contact

Creates a new lead with contact.

New Lead

Triggers when a new lead is created.

Create Contact

Creates a new contact.

New Bill

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

Create Sales Invoice

Creates a new sales invoice (Accounts Receivable).

New Sales Invoice

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

Create/Update Contact

Creates a new contact or updates a contact if a contact already exists.

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amoCRM is a messaging-powered CRM that helps you engage with your customers on a whole new level. It's a versatile, cloud-based sales automation tool that enables you to manage leads and monitor your sales pipeline in only a few clicks.

Learn More

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.

See Xero Integrations