Update properties in Copilot CRM when new payments occur in Xero
Keep your Xero and Copilot CRM constantly aligned with this efficient workflow. When the New Payment takes place in Xero, it ensures an immediate update in Copilot CRM. This process not only saves hours of manual data entry, but also secures absolute precision in your CRM data. Enjoy simplified financial transactions and superior organizational efficiency by integrating this workflow.
Keep your Xero and Copilot CRM constantly aligned with this efficient workflow. When the New Payment takes place in Xero, it ensures an immediate update in Copilot CRM. This process not only saves hours of manual data entry, but also secures absolute precision in your CRM data. Enjoy simplified financial transactions and superior organizational efficiency by integrating this workflow.
- When this happens...New Payment
Triggers when you receive a new payment.
- automatically do this!Update Property
Update an existing property, Replaces only data that is set.
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