Create projects in Capsule CRM from new sales invoices in Xero
Seamlessly manage your sales and client relationships with this efficient workflow. When a new sales invoice is created in Xero, a project will be generated in Capsule CRM, ensuring your financial data and client projects are always in sync. This automation helps you save time and maintain organized records, allowing you to focus on growing your business.
Seamlessly manage your sales and client relationships with this efficient workflow. When a new sales invoice is created in Xero, a project will be generated in Capsule CRM, ensuring your financial data and client projects are always in sync. This automation helps you save time and maintain organized records, allowing you to focus on growing your business.
- When this happens...New Sales Invoice
Triggers when you add a new sales invoice. (Accounts Receivable).
- automatically do this!Create Project
Creates a new Project.
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