Add new Xero payment info to Kommo contacts
Make sure you've got the latest info about client payments right in your CRM! With this Zap, whenever a payment is added in Xero, the info is automatically added to Kommo in the contact's profile as a note.
Make sure you've got the latest info about client payments right in your CRM! With this Zap, whenever a payment is added in Xero, the info is automatically added to Kommo in the contact's profile as a note.
- When this happens...New Payment
Triggers when you receive a new payment.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this...Find Contact
Finds an existing contact.
ActionSearchFind existing data in your app - then do this!Create Note
Creates a new note.
ActionWriteCreate a new record or update an existing record in your app.
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OrganizationRequired
Payment Type
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganizationRequired
Quote Status
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganizationRequired
Payment Type
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganizationRequired
InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Transaction TypeRequired
ContactRequired
Bank AccountRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Contact NameRequired
Account Number
Primary Person - First Name
Primary Person - Last Name
Primary Person - Email
Phone - Country Code
Phone - Area Code
Phone Number
Fax - Country Code
Fax - Area Code
Fax - Number
Mobile - Country Code
Mobile - Area Code
Mobile - Number
Direct Dial - Country Code
Direct Dial - Area Code
Direct Dial - Number
Address Type Of
Address - Attention
Address - Line 1
Address - Line 2
Address - City/Town
Address - State/Region
Address - Postal/Zip Code
Address - Country
Tax Number
Bank Account Number
Groups
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
TypeRequired
ContactRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Mark Item as a Sales Item?
Mark Item as a Purchase Item?
Item Name
Item CodeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Status
Date
Due Date
Currency
Url
Attachment
Branding Theme
Number
Reference
Sent To Contact
Line Items Type
Item Code
Description
QuantityRequired
Unit Price
Discount %
Discount Amount
Account
Tax Rate
Tracking
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
ContactRequired
Project NameRequired
Deadline for the project
Project Estimate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
ContactRequired
StatusRequired
Currency
Branding Theme
Reference
Mark as approved for sending?
Email a copy to Sender?
Include PDF
Line Amount Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Search ByRequired
Contact NameRequired
Account Number
Primary Person - First Name
Primary Person - Last Name
Primary Person - Email
Phone - Country Code
Phone - Area Code
Phone Number
Fax - Country Code
Fax - Area Code
Fax - Number
Mobile - Country Code
Mobile - Area Code
Mobile - Number
Direct Dial - Country Code
Direct Dial - Area Code
Direct Dial - Number
Address Type Of
Address - Attention
Address - Line 1
Address - Line 2
Address - City/Town
Address - State/Region
Address - Postal/Zip Code
Address - Country
Tax Number
Bank Account Number
Groups
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Task
Triggers when a new task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead Responsible User Changed
Triggers when lead responsible user is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Company Updated
Triggers when company is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead Updated
Triggers when lead is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Create Company
Creates a new company.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a new contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Lead
Creates a new lead.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Lead
Updates a lead.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Text
Creation Data
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Text of Task
Deadline
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Query
Element ID
ActionThis is an event a Zap performs.SearchFind existing data in your appQuery
Element ID
ActionThis is an event a Zap performs.SearchFind existing data in your appElement TypeRequired
Element ID
ActionThis is an event a Zap performs.SearchFind existing data in your appQuery
Element ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundQuery
Element ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundDeadline
Element ID
Element Type
Text of Task
Deadline
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
OrganizationRequired
Status
Type
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganizationRequired
Purchase Order Status
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganizationRequired
Credit Note IDRequired
Invoice IDRequired
AmountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
From AccountRequired
To AccountRequired
AmountRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
ContactRequired
Date
Expiry
Quote Number
Reference
Theme
Title
Summary
Currency
Amounts Are
Terms
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Invoice IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Contact NameRequired
Email Address
Status
Date
Due Date
Currency
Url
Attachment
Branding Theme
Reference
Line Items Type
Item Code
Description
QuantityRequired
Unit Price
Account
Tax Rate
Tracking
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Document Type
Document ID or NumberRequired
Paid ToRequired
Date
Currency Rate
AmountRequired
Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Contact (supplier)Required
Date
Delivery Date
Order Number
Reference
Theme
Currency
Tax Type
Delivery Address
Attention
Telephone
Delivery Instructions
Attachments
Purchase Order Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNew Company
Triggers when a new company is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Lead
Triggers when a new lead is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Deleted
Triggers when a task is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead Status Changed
Triggers when lead status is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Updated
Triggers when contact is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Updated
Triggers when task is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Company
Updates a company.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Contact
Updates a contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Lead With Contact
Creates a new lead with contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Which Data Do You Want to Link?
The Data ID You Want to Link
What Do You Want to Link It To?
The Data ID You Want to Link To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Note
Updates a note.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Text of Task
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Query
Element ID
ActionThis is an event a Zap performs.SearchFind existing data in your appID of Entity ItemRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDeadline
Element ID
Element Type
ActionThis is an event a Zap performs.SearchFind existing data in your appQuery
Element ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundElement TypeRequired
Element ID
Text
Creation Data
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found