Revamp CRM + Xero Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect Revamp CRM and Xero, with as many as 67 possible integrations. Are you ready to find your productivity superpowers?
Create Xero invoices when Revamp CRM deals reach certain stages
Time to invoice your customer? We'll get it done for you the moment those deals evolve if you set up this automation. From then on, every time you move a new deal to your chosen stage on Revamp CRM, we'll copy that information into Xero as well, creating a new invoice for the matching customer with all the details you need from your deal.
How this Revamp CRM-Xero integration works
- A new deal is moved to a stage on a Revamp CRM pipeline
- Zapier automatically creates a new invoice for it on Xero
- Revamp CRM
Add new Revamp CRM contacts to Xero
Keep your contacts updated without spending hours copying and pasting. With this Revamp CRM Xero integration, every time a new contact is added in Revamp CRM, a new contact is created in Xero.
How It Works
- A new contact is added in Revamp CRM
- Zapier adds this contact to Xero
What You Need
- Revamp CRM account
- Xero account
It's easy to connect Revamp CRM + Xero and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a new deal is created.
Creates a new Deal.
Triggers when a new customer is created.
Creates a new person.
Triggers when a new task is created.
Creates a new Task.
Triggered when you add a new bill. (Accounts Payable)
Creates a new sales invoice (Accounts Receivable).
Triggered when you add a new sales invoice. (Accounts Receivable)
Creates a new contact or updates a contact if a contact already exists.
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