Add new Xero invoices to amoCRM
When this happensStep 1: New Sales Invoice
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
- An invoice is added in Xero
- The invoice info is added to the corresponding contact in amoCRM