Revamp CRM + Xero Integrations

How to connect Revamp CRM + Xero

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Create Xero invoices when Revamp CRM deals reach certain stages
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Revamp CRM + Xero
Add new Revamp CRM contacts to Xero
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Revamp CRM + Xero

Create Xero invoices when Revamp CRM deals reach certain stages

Premium

Details

Try it

Revamp CRM + Xero

Add new Revamp CRM contacts to Xero

Premium

Details

Try it

Revamp CRM + Xero

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Supported triggers and actions

What does this mean?

- Email
- Phone Number
- Tags
  Comma separate list of tags to search for.
- Order Id
- Keyword
Trigger
Scheduled
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New Customer
Triggers when a new customer is created.
Trigger
Scheduled
Try It
New Task
Triggers when a new task is created.
Trigger
Scheduled
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- Type
- Completion State
- Assignee
Trigger
Scheduled
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- NameRequired
  Deal Name.
- CustomerRequired
  Related Customer for deal.
- PipeLineRequired
  Deal PipeLine.
- Deal StageRequired
  Deal Stage.
- ValueRequired
  Deal Value.
- CurrencyRequired
  Deal Currency.
- Expected Date Deal EndsRequired
  When this deal expected to end ?
- Probability
  Deal Probability.
- Owner Name
  User from RevampCRM who created this deal.
- Status
  Deal Status.
- Sales Region
  Sales Region.
- Product
  Product.
- Deal Source
  Deal Source.
Action
Write

- NameRequired
- Title
- Primary Phone
- Primary Email
- Secondary Phone
- Secondary Email
- Skype
- Website
- Twitter
- Linkedin
- Address 1
- Address 2
- City
- Postal Code
- Country
  Two Letter ISO Code for country.
- Description
- Birth Date
- Gender
- Tags
  Comma separated ',' for multiple tags.
- Score
  Use the dropdown or specify a custom value From 0 to 100 %.
Action
Write
- Keyword
- Email Address
- Phone Number
- Tags
  Comma Separated list of tags to search for.
- Order Id
Action
Search

- Keyword
- Email Address
- Phone Number
- Tags
  Comma separated list of tags.
- Order Id
Action
Search
- Status
Trigger
Scheduled
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- Payment Type
Trigger
Scheduled
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New Expense Claim Receipt
Triggers when you add a new draft expense claim receipt.
Trigger
Scheduled
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- InvoiceRequired
- Item Code
  You must provide either an Item Code or both a Description and a Unit Price.
- Description
  If no Item Code is provided, this field is required.
- QuantityRequired
- Unit Price
  If no Item Code is provided, this field is required.
- Discount %
- Account
- Tax Rate
  Only specify if you want to override the default tax type for the account above.
Action
Write
- From AccountRequired
  The bank account the payment is being made from.
- To AccountRequired
  The bank account the payment is being made to.
- AmountRequired
- Date
Action
Write
- ContactRequired
- Date
  Defaults to current date if not specified.
- Expiry
- Quote Number
  If you want Xero to auto-generate a Quote Number for you, leave this field blank.
- Reference
- Theme
- Title
- Summary
- Currency
- Amounts Are
  Defaults to Tax Exclusive if not specified
- Item Code
- DescriptionRequired
- Quantity
- Unit Price
- Discount %
- Account
- Tax Rate
- Terms
Action
Write
- Invoice NumberRequired
  To email an invoice, it must have a status of Awaiting Approval, Awaiting Payment or Paid. The email will be sent to the primary email address of the contact on the invoice and any others marked as "Include in emails." The subject and body of the email will be based on the default email template.
Action
Write
- Contact NameRequired
- Email Address
- Status
  Defaults to Draft if not specified.
- Date
  Defaults to creation date if not specified.
- Due Date
  A due date is required for approved invoices.
- Currency
  Default currency for organization will be used if not specified.
- Url
  URL link to a source document.
- Attachment
- Branding Theme
  The branding theme to use for this invoice.
- Number
  Unique alpha numeric code identifying invoice - leave blank for auto-generated value.
- Reference
  An additional reference number
- Url
  URL link to a source document.
- Sent To Contact
  Mark invoice as "sent" (note: does not actually send an email). This can be set only on invoices that have a status of "approved" You can set this in the Status field above.
- Line Items Type
  Line amounts are exclusive of tax by default if you don't specify this element.
- Item Code
  You must provide either an Item Code or both a Description and a Unit Price.
- Description
  If no Item Code is provided, this field is required.
- QuantityRequired
- Unit Price
  If no Item Code is provided, this field is required.
- Discount %
- Account
- Tax Rate
  Only specify if you want to override the default tax type for the account above.
- Tracking
  For example: Region - West Coast - see Setting > General Settings > Tracking in Xero for your tracking categories and options.
Action
Write
- Contact (supplier)Required
- Date
  When the purchase order was issued. Defaults to today's date if not specified.
- Delivery Date
- Order Number
  If left blank, Xero will auto-generate this from your default invoice numbering.
- Reference
- Theme
- Currency
- Tax Type
- Item Code
  You must provide either an Item Code or both a Description and a Unit Price.
- Description
  If no Item Code is provided, this field is required.
- QuantityRequired
- Unit Price
  If no Item Code is provided, this field is required.
- Discount %
- Account
- Tax Rate
  Only specify if you want to override the default tax type for the account above.
Action
Write
- Api Docs Info
  API docs for Xero are located here https://developer.xero.com/documentation/api/accounting/overview
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- Search ByRequired
Action
Search

- Related Customer Name
- Owner Name
- Deal PipeLine
- Deal Status
- Deal Stage
- Deal Product
- Deal Sales Region
- Deal Source
- Deal Name
Trigger
Scheduled
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New Deal
Triggers when a new deal is created.
Trigger
Scheduled
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- Email
- Phone Number
- Tags
  Comma separated list of tags to search for.
- Order Id
- Keyword
Trigger
Scheduled
Try It
- NameRequired
- Organization
- Title
- Primary Phone
- Primary Email
- Secondary Phone
- Secondary Email
- Skype
- Website
- Twitter
- Linkedin
- Address 1
- Address 2
- City
- Postal Code
- Country
  Two Letter ISO Code for country.
- Description
- Birth Date
- Gender
- Tags
  Comma separated ',' for multiple tags.
- Score
  Use the dropdown or specify a custom value From 0 to 100 %.
Action
Write
- Person Name
- Person Email
- Message
- New Customer Type
  Customer Type to use if a new customer is to be added.
- Disable Editing Note
  Check here if you want to avoid editing this note in RevampCRM.
- Created By
  Name of the user who created this note.
Action
Write
- SubjectRequired
- TypeRequired
- CustomerRequired
- Due on DateRequired
  Note: Date must be formatted as Month/Day/Year (e.g. 2/13/2014).
- Due on Time
  Note: Time must be formatted as Hours:Minutes:Seconds (e.g. 8:30:00).
- Duration
  How many hours if applicable.
- Assignee
- Note
- Is It Done?
Action
Write
- Deal Name
- Related Customer Name
- Owner Name
- Deal PipeLine
- Deal Stage
- Deal Status
- Deal Product
- Deal Sales Region
- Deal Source
Action
Search
New Bank Transaction
Triggers when a new bank transaction is created.
Trigger
Scheduled
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New Contact
Triggers when you add a new contact.
Trigger
Scheduled
Try It
- Quote Status
  If left empty, Zapier will trigger on all new quotes, regardless of status.
Trigger
Scheduled
Try It
- Status
Trigger
Scheduled
Try It
- Transaction TypeRequired
- ContactRequired
- Bank AccountRequired
- Date
Action
Write
- Contact NameRequired
- Account Number
- Primary Person - First Name
- Primary Person - Last Name
- Primary Person - Email
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Address Type Of
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Tax Number
  Also known as the ABN (Australia), GST Number (New Zealand), VAT Number (UK) or Tax ID Number (US and global) depending on which regionalized version of Xero you use.
- Bank Account Number
- Groups
  Add contact to selected group(s). Does not replace contact's existing groups.
Action
Write
- TypeRequired
- ContactRequired
- Date
  Defaults to today's date if not specified.
Action
Write
- Contact NameRequired
- Email Address
- Status
  Defaults to Draft if not specified.
- Date
  Defaults to creation date if not specified.
- Due Date
  A due date is required for approved invoices.
- Currency
  Default currency for organization will be used if not specified.
- Url
  URL link to a source document.
- Attachment
- Branding Theme
  The branding theme to use for this invoice.
- Reference
  Non-unique alpha numeric code identifying the bill.
- Url
  URL link to a source document.
- Line Items Type
  Line amounts are exclusive of tax by default if you don't specify this element.
- Item Code
  You must provide either an Item Code or both a Description and a Unit Price.
- Description
  If no Item Code is provided, this field is required.
- QuantityRequired
- Unit Price
  If no Item Code is provided, this field is required.
- Account
- Tax Rate
  Only specify if you want to override the default tax type for the account above.
- Tracking
  For example: Region - West Coast - see Setting > General Settings > Tracking in Xero for your tracking categories and options.
Action
Write
- Document Type
  What you'll you provide the ID or number for via the next field.
- Document ID or NumberRequired
  The ID or Number for the selected Document Type.
- Paid ToRequired
  The bank account or clearing account the payment is being made to.
- Date
- Currency Rate
  Exchange rate when payment is received. Only used for non base currency invoices.
- AmountRequired
- Reference
  An optional description for the payment.
Action
Write
- Owner
  Determines which App Extensions will appear in the dropdown below.
- App ExtensionRequired
Action
Write
- Search ByRequired
Action
Search
- Search ByRequired
- Contact NameRequired
- Account Number
- Primary Person - First Name
- Primary Person - Last Name
- Primary Person - Email
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Address Type Of
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Tax Number
  Also known as the ABN (Australia), GST Number (New Zealand), VAT Number (UK) or Tax ID Number (US and global) depending on which regionalized version of Xero you use.
- Bank Account Number
- Groups
  Add contact to selected group(s). Does not replace contact's existing groups.
Action
Search or write

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.

Connect apps

Connect Revamp CRM + Xero

About Revamp CRM

Revamp CRM is a Sales & Marketing CRM. Make more sales whether you are using multiple sales pipelines or an eCommerce store.

Related categories

CRM (Customer Relationship Management)

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.

Learn more

Related categories

Accounting

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Revamp CRM + Xero Integrations

How to connect Revamp CRM + Xero

Create Xero invoices when Revamp CRM deals reach certain stages

Add new Revamp CRM contacts to Xero

Create Xero invoices when Revamp CRM deals reach certain stages

Add new Revamp CRM contacts to Xero

Connect your apps and automate workflows

Person Matching Filter

Email

Phone Number

Tags

Order Id

Keyword

New Customer

New Task

Task Matching Filter

Type

Completion State

Assignee

Create Deal

NameRequired

CustomerRequired

PipeLineRequired

Deal StageRequired

ValueRequired

CurrencyRequired

Expected Date Deal EndsRequired

Probability

Owner Name

Status

Sales Region

Product

Deal Source

Create Organization

NameRequired

Title

Primary Phone

Primary Email

Secondary Phone

Secondary Email

Skype

Website

Twitter

Linkedin

Address 1

Address 2

City

Postal Code

Country

Description

Birth Date

Gender

Tags

Score

Find Person

Keyword

Email Address

Phone Number

Tags

Order Id

Find Organization

Keyword

Email Address

Phone Number

Tags

Order Id

New Bill

Status

New Payment

Payment Type

New Expense Claim Receipt

Add Items to Existing Sales Invoice

InvoiceRequired

Item Code

Description

QuantityRequired

Unit Price

Discount %

Account

Tax Rate