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Cloze + Xero Integrations

How to connect Cloze + Xero

Zapier lets you send info between Cloze and Xero automatically—no code required.

When this happens...
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Company Change

Triggers when a company is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Step Assignee or Custom Field changes.

automatically do this!
XeroXero
Add Items to Existing Sales Invoice

Adds line items to an existing sales invoice.

Supported triggers and actions

What does this mean?

How Cloze + Xero Integrations Work

  1. Step 1: Authenticate Cloze + Xero.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps

About Cloze

Cloze is like a personal assistant for your professional relationships that is always prompting you at the right moment, and remembering what you don’t. It’s the no-work way to see everything about your contacts in one place. Email, phone calls, meetings, notes, follow-ups and social.
Learn More

Related categories

  • CRM (Customer Relationship Management)
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About Xero

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.

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