Workbooks CRM

Workbooks CRM + Xero Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Workbooks CRM and Xero, with as many as 81 possible integrations. Are you ready to find your productivity superpowers?

Premium
Xero is a Premium integration on Zapier.

It's easy to connect Workbooks CRM + Xero and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Bill

Triggered when you add a new bill. (Accounts Payable)

Create Sales Invoice

Creates a new sales invoice (Accounts Receivable).

New Sales Invoice

Triggered when you add a new sales invoice. (Accounts Receivable)

Create/Update Contact

Creates a new contact or updates a contact if a contact already exists.

New Contact

Triggered when you add a new contact.

Create Bill

Creates a new bill (Accounts Payable).

Posted Invoice

Triggers when an invoice is complete and its status posted.

Create Payment

Applies a payment to an invoice.

New Case

Triggers when a new case is created.

Create Marketing Campaign Status

Adds a new status to a Marketing Campaign.

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,400+ others.

Become a Zapier Integration Partner

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.

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.

See Xero Integrations