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.

Workbooks CRM

QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.

QuickBooks Online

FreeAgent is accounting software simplified. It provides a simplified way for freelancers and small business owners to manage their books and invoicing. 

FreeAgent

Wave's invoicing and accounting software is completely free, and has no usage limits or restrictions. Optional Payment Processing and Payroll services are fully integrated to create a seamless platform for your business finances.

Wave

FreshBooks is a cloud accounting software designed exclusively for self-employed professionals and their teams. Send invoices, track expenses, manage your time, and collaborate on projects.

FreshBooks New

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.

Use Xero with Zapier to take the repetitive, manual tasks out of accounting work. When events happen in other apps—like new orders created in Stripe—Zapier can automatically create invoices and update customer info in Xero. And when there are new bills or payments in Xero, you can set up Zapier integrations to send out emails, update your CRM, or perform thousands of other actions within the 1,000+ supported apps.

Here are some creative ways to use Xero with Zapier:

 Save hours by putting invoice creation on autopilot. Use Zapier to create Xero invoices when new payments are received in Stripe or PayPal or when leads reach a particular stage in Pipedrive.

 Help your team stay in the loop by sending a monthly, weekly, or daily digest of Xero sales invoices through Gmail or Slack.

 Use Zapier to connect Typeform, Google Forms, or other form apps to Xero, and automatically create contacts when someone submits a form entry.

Xero

Save time and streamline your business processes by allowing Zapier to replicate your documents for you. Once you activate this integration, it will trigger whenever you change the status of a Workbooks invoice from "Draft" to "Posted". We'll then create a copy of the invoice on Xero, adding a new customer if they don't exist as well, so you can be sure your accounting processes never fall behind.

Note: If you want to map to Xero's 'Account Code' field, you will need to set up a custom field on your Workbooks Invoice Line Items with picklist values that match up to the Account Code options. To map to Xero's 'Tax Type' field, you will need to rename the Workbooks Tax Codes to match those of Xero. Please read this 

How this Workbooks CRM-Xero integration works

The status of a Workbooks invoice is changed from DRAFT to POSTED

Zapier creates a new Xero invoice from the Workbooks invoice

Workbooks CRM

Xero

Workbooks CRM

Xero

Copy new posted invoices from Workbooks CRM to Xero

How this Workbooks CRM-Xero integration works

Apps involved

Create tasks in Workbooks CRM when new payments are received in Xero

Connect Workbooks CRM + Xero in Minutes

All Triggers & Actions

Connect the apps you use every day