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Create contacs in Xero when new opportunities reach specified stages in Copper

  1. When this happensStep 1: Updated Opportunity Stage

  2. Then do thisStep 2: Create/Update Contact

When a deal is won, there's still work to be done. Cut out some of the admin steps with this automation. After you set it up, you'll automatically create a contact record in Xero, or update an existing record, as soon as any opportunity in Copper reaches a stage that you specify.

How this Copper-Xero integration works

  1. An opportunity is moved to a designated pipeline stage, ie "Send Invoice"
  2. Zapier creates an invoice and person record in Xero for that opportunity

Apps involved

  • Copper
  • Xero

Connect Copper + Xero in Minutes

It's easy to connect Copper + Xero and requires absolutely zero coding experience—the only limit is your own imagination.

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