Revamp CRM + Xero Integrations
How to connect Revamp CRM + Xero
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Popular Revamp CRM + Xero workflows
Create Xero invoices when Revamp CRM deals reach certain stages
Create Xero invoices when Revamp CRM deals reach certain stagesPremium
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Person Matching FilterTriggers when matching people with this criteria.Trigger- Deal Matching FilterTriggers when matching deals with this criteria.Trigger
- New CustomerTriggers when a new customer is created.Trigger
- New DealTriggers when a new deal is created.Trigger
- New TaskTriggers when a new task is created.Trigger
- Organization Matching FilterTriggers when matching organizations with this criteria.Trigger
- Task Matching FilterTriggers when matching tasks with this criteria.Trigger
- Create PersonCreates a new person.Action
- Revamp CRM
Creates a new Deal.
Scheduled
Action
- Revamp CRM
Creates a new note.
Scheduled
Action
- Revamp CRM
Creates a new organization.
Scheduled
Action
- Revamp CRM
Creates a new Task.
Scheduled
Action
- Revamp CRM
Finds an existing Person.
Scheduled
Action
- Revamp CRM
Find an existing Deal.
Scheduled
Action
- Revamp CRM
Finds an existing Organization.
Scheduled
Action
- Xero
Triggers when a new bank transaction is created.
Scheduled
Trigger
- Xero
Triggers when you add a new bill. (Accounts Payable)
Scheduled
Trigger
- Xero
Triggers when you add a new contact.
Scheduled
Trigger
- Xero
Triggers when you receive a new payment.
Scheduled
Trigger
- Xero
Triggers when a new purchase order is created or enters a status for the first time.
Scheduled
Trigger
- Xero
Triggers when a new quote is created.
Scheduled
Trigger
- Xero
Triggers when you add a new draft expense claim receipt.
Scheduled
Trigger
- Xero
Triggers when you add a new sales invoice. (Accounts Receivable)
Scheduled
Trigger
- Xero
Adds line items to an existing sales invoice.
Scheduled
Action
- Xero
Creates a new Spend/Receive Money bank transaction.
Scheduled
Action
- Xero
Transfers money between two bank accounts.
Scheduled
Action
- Xero
Creates a new contact or updates a contact if a contact already exists.
Scheduled
Action
- Xero
Creates a new quote draft.
Scheduled
Action
- Xero
Creates a new credit note for a contact.
Scheduled
Action
- Xero
Sends an invoice via email.
Scheduled
Action
- Xero
Creates a new bill (Accounts Payable).
Scheduled
Action
- Xero
Creates a new sales invoice (Accounts Receivable).
Scheduled
Action
- Xero
Applies a payment to an invoice.
Scheduled
Action
- Xero
Creates a new purchase order for a contact.
Scheduled
Action
- Xero
Finds a contact by name or account number.
Scheduled
Action
- Xero
Finds an invoice by number or reference.
Scheduled
Action
- Xero
Finds or creates a specific contact.
Scheduled
Action
How Revamp CRM + Xero Integrations Work
- Step 1: Authenticate Revamp CRM and Xero.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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