Workbooks CRM + Xero Integrations

How to connect Workbooks CRM + Xero

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Popular Workbooks CRM + Xero workflows

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Copy new posted invoices from Workbooks CRM to Xero
premium
Workbooks CRM + Xero
More details
When this happens
Step 1: Posted Invoice
Then do this
Step 2: Create Sales Invoice
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Copy new posted invoices from Workbooks CRM to Xero
premium
Copy new posted invoices from Workbooks CRM to Xero
Workbooks CRM + Xero
Create tasks in Workbooks CRM when new payments are received in Xero
premium
Xero + Workbooks CRM
More details
When this happens
Step 1: New Payment
Then do this
Step 2: Create Task
See Zap details Try it
Create tasks in Workbooks CRM when new payments are received in Xero
premium
Create tasks in Workbooks CRM when new payments are received in Xero
Xero + Workbooks CRM

Supported triggers and actions

What does this mean?

New Case
Triggers when a new case is created.
Trigger
Instant
New Organisation
Triggers when a new organisation is created.
Trigger
Instant
New Person
Triggers when a new person is created.
Trigger
Instant
New Sales Lead
Triggers when a new sales lead is created.
Trigger
Instant
Posted Credit Note
Triggers when a credit note is posted.
Trigger
Instant

Posted Invoice
Triggers when an invoice is complete and its status posted.
Trigger
Instant
Create Marketing Campaign Member
Adds a new member to a Marketing Campaign.
Action
Write

Create Marketing Campaign Status
Adds a new status to a Marketing Campaign.
Action
Write

Workbooks CRM
Creates a new case.
Scheduled
Action
Workbooks CRM
Creates a new Marketing Campaign.
Scheduled
Action
Workbooks CRM
Creates a new organisation.
Scheduled
Action
Workbooks CRM
Creates a new person.
Scheduled
Action
Workbooks CRM
Creates a new sales lead.
Scheduled
Action
Workbooks CRM
Creates a new task.
Scheduled
Action
Workbooks CRM
Update an existing member of a Marketing Campaign.
Scheduled
Action
Workbooks CRM
Find a marketing campaign.
Scheduled
Action
Workbooks CRM
Find a marketing campaign member.
Scheduled
Action
Workbooks CRM
Find a marketing campaign status.
Scheduled
Action
Workbooks CRM
Find an organisation.
Scheduled
Action
Workbooks CRM
Find a person.
Scheduled
Action
Workbooks CRM
Find a sales lead.
Scheduled
Action
Workbooks CRM
Finds or creates a specific find marketing campaign.
Scheduled
Action
Workbooks CRM
Finds or creates a specific find marketing campaign member.
Scheduled
Action
Workbooks CRM
Finds or creates a specific find marketing campaign status.
Scheduled
Action
Workbooks CRM
Finds or creates a specific find organisation.
Scheduled
Action
Workbooks CRM
Finds or creates a specific find person.
Scheduled
Action
Workbooks CRM
Finds or creates a specific find sales lead.
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 Workbooks CRM + Xero Integrations Work

Step 1: Authenticate Workbooks 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 Workbooks CRM + Xero

About Workbooks CRM

Workbooks CRM is specifically designed for mid-sized and growing companies. Run marketing campaigns, capture leads, create quotations, manage a sales pipeline, process orders and raise invoices all in a single platform. Workbooks reports and dashboards give you the management insight you need and with our Web and Mobile App, plus Outlook and Google Apps integration it’s easy for users to adopt.

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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.