Revamp CRM + Xero
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.
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.
- When this happens...Deal Matching Filter
Triggers when matching deals with this criteria.
- automatically do this!Create Sales Invoice
Creates a new sales invoice (Accounts Receivable).
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Email
Phone Number
Tags
Order Id
Keyword
Try ItNew Customer
Triggers when a new customer is created.
Try ItNew Task
Triggers when a new task is created.
Try ItType
Completion State
Assignee
Try It
Related Customer Name
Owner Name
Deal PipeLine
Deal Status
Deal Stage
Deal Product
Deal Sales Region
Deal Source
Deal Name
Try ItNew Deal
Triggers when a new deal is created.
Try ItEmail
Phone Number
Tags
Order Id
Keyword
Try ItNameRequired
Organization
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
