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Bloom + Xero

Create or update Xero contacts when new projects are added in Bloom

Start a new contact in Xero each time you have a fresh project in Bloom. This workflow conveniently bridges Bloom with Xero, so your customer details bring forth in Xero the instant you embark on a new project in Bloom. Save yourself the hassle of manual copying and focus on efficiently managing your accounting and your projects.

Start a new contact in Xero each time you have a fresh project in Bloom. This workflow conveniently bridges Bloom with Xero, so your customer details bring forth in Xero the instant you embark on a new project in Bloom. Save yourself the hassle of manual copying and focus on efficiently managing your accounting and your projects.

  1. When this happens...
    BloomBloom
    New Project

    Triggers when a new project is created.

    TriggerInstant
  2. automatically do this!
    XeroXero
    Create/Update Contact

    Triggers when you add a new contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Bloom triggers, actions, and search

    Contract Is Countersigned

    Triggers when a new contract countersigned

    Trigger
    Instant
    Try It
  • Bloom triggers, actions, and search

    New Digital Payment

    Triggers when a new payment is received.

    Trigger
    Instant
    Try It
  • Bloom triggers, actions, and search

    Project Status Updated

    Triggers when a project status is updated.

    Trigger
    Instant
    Try It
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About Bloom

The all-encompassing business solution. See how Bloom's marketing CRM + project management software makes managing your business 10x easier.
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Related categories

  • CRM (Customer Relationship Management)

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