Workbooks CRM + Xero

Workbooks CRM + Xero integrations

Copy new posted invoices from Workbooks CRM to 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.

When this happens...
Posted InvoiceTriggers when an invoice is complete and its status posted.
TriggerInstant
automatically do this!
Create Sales InvoiceCreates a new sales invoice (Accounts Receivable).
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Workbooks CRM and Xero

Discover other triggers and actions you can use with Workbooks CRM and Xero

New Case
Triggers when a new case is created.
Trigger
Instant
Try It
New Person
Triggers when a new person is created.
Trigger
Instant
Try It
Posted Credit Note
Triggers when a credit note is posted.
Trigger
Instant
Try It
- Lookup name
  Required
- Value
- Value list
- Default value
Action
Write
- Marketing Campaign
  Required
- Status
  Required
Action
Write

- Name
  Required
- Assigned To
  Required
- Type
- Status
- Start Date
- End Date
Action
Write
- Customer Order Name
  Required
- Assigned to
  Required
- Document Currency
  Required
- Customer Order Date
  Required
- Status
  Required
- Tax point date
  Required
- Product
- Line Description
- Quantity
  Required
- Unit price (document currency)
  Required
- Additional Discount 1 %
- Additional Discount 2 %
- Delivery Country
- Delivery County/State
- Delivery date
- Delivery Postcode/Zipcode
- Delivery Street Address
- Delivery Town or City
- Discount given (document currency)
- Discount given (home currency)
- Display order
- Document currency
- End Date
- Event
- External Reference
- Gross (document currency)
- Gross (home currency)
- Home currency
- Location
- Net (document currency)
- Net (home currency)
- Parent Line Item
- Price Discount %
- Pricing scheme
- Sales tax (document currency)
- Sales tax (home currency)
- Sales tax code
- Sales tax ruleset
- Start Date
- Status
- Supply scheme
- Tax adjustment (document currency)
- Tax adjustment (home currency)
- Total cost (document currency)
- Total cost (home currency)
- Unit cost (document currency)
- Unit cost (home currency)
- Unit price (home currency)
Action
Write

- Title
- Person Name
  Required
- Assigned To
  Required
- Job Title
- Job Role
- Employer
- First Name
- Middle Name
- Last Name
- Salutation
- Email
- Telephone
- Mobile
- Industry
- Street Address
- Town or City
- County/State
- Postcode/Zipcode
- Country
- Preferred Language
- Special Requirements
- Source
- Campaign
Action
Write
- Subject
  Required
- Due Date
- Completed Date
- Assigned To
  Required
- Type
  Required
- Status
  Required
- Priority
  Required
- Primary Contact ID
- Primary Contact Type
- Description
Action
Write
- Id
  Required
- Lock Version
  Required
- Customer Order Name
- Assigned to
- Document Currency
- Customer Order Date
- Status
- Tax point date
- Accounting period ID
Action
Write
- Id
  Required
- Lock Version
  Required
- Title
- Person Name
- Assigned To
- Job Title
- Job Role
- Employer
- First Name
- Middle Name
- Last Name
- Salutation
- Email
- Telephone
- Mobile
- Industry
- Street Address
- Town or City
- County/State
- Postcode/Zipcode
- Country
- Preferred Language
- Special Requirements
- Source
- Campaign
Action
Write
- Campaign Name
- Object Reference
- External Reference
Action
Search
- Status
  Required
- Marketing Campaign
  Required
- External Reference
Action
Search
- Organisation Name
- Website
- Object Reference
- External Reference
Action
Search
- First Name
- Last Name
- Email
- Organisation Name
- Object Reference
- External Reference
Action
Search
- Member's Name
- Party or Lead Id
- Party or Lead Type
- External Reference
- Email
  Required
- Marketing Campaign
  Required
- Marketing Campaign
  Required
- Party or Lead ID
  Required
- Party or Lead Type
  Required
- Member's Name
  Required
- Status
Action
Search or write
- Customer Order Name
- External Reference
- Object Reference
- Customer Order Name
  Required
- Assigned to
  Required
- Document Currency
  Required
- Customer Order Date
  Required
- Status
  Required
- Tax point date
  Required
- Accounting period ID
Action
Search or write
- First Name
- Last Name
- Email
- Employer
- Object Reference
- External Reference
- Title
- Person Name
  Required
- Assigned To
  Required
- Job Title
- Job Role
- Employer
- First Name
- Middle Name
- Last Name
- Salutation
- Email
- Telephone
- Mobile
- Industry
- Street Address
- Town or City
- County/State
- Postcode/Zipcode
- Country
- Preferred Language
- Special Requirements
- Source
- Campaign
Action
Search or write
- Organization
  Required
Trigger
Polling
Try It
- Organization
  Required
Trigger
Polling
Try It
- Organization
  Required
Trigger
Polling
Try It
- Organization
  Required
- Days_overdue
  Required
Trigger
Polling
Try It
- Trigger_info
- Organization
  Required
- PayRun Status
- PayRun Period Start Date
- PayRun Period End Date
Trigger
Polling
Try It
- Organization
  Required
- Purchase Order Status
Trigger
Polling
Try It
- Organization
  Required
- Payment_type
Trigger
Polling
Try It
- Organization
  Required
Trigger
Polling
Try It
- Organization
  Required
- Status
- Change
- Contact
- Trigger_preference
- Copy
Trigger
Instant
Try It
- Organization
  Required
- Invoice
  Required
Action
Write
- Organization
  Required
- Item Code
  Required
- Name
  Required
- Description
- Is Sold
  Required
- Sales Unit Price
- Sales Account
- Sales Tax Type
- Is Purchased
  Required
- Purchase Description
- Purchase Unit Price
- Purchase Account
- Purchase Tax Type
- Is Tracked
  Required
- Inventory Asset Account
- Cost of Goods Sold Account
Action
Write
- Organization
  Required
- Transaction_type
  Required
- Contact
  Required
- Bank Account
  Required
- Date
Action
Write
- Organization
  Required
- Contact Name
  Required
- Account_number
- Sales Default Account Code
- Purchases Default Account Code
- Contact Requirements
- Primary Person - First Name
- Primary Person - Last Name
- Primary Person - Email
- Secondary Person - First Name
- Secondary Person - Last Name
- Secondary Person - Email
- Include secondary person in emails sent to contact?
- 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
- Bank Account Number
- Groups
- Contact_number
- Company_number
- Payment Terms - Invoice Due (days)
- Payment Terms - Type for Sales Invoices
- Payment Terms - Bill Due (days)
- Payment Terms - Type for Purchase Invoices
Action
Write
- Organization
  Required
- Contact
  Required
- Date
- Expiry
- Quote Number
- Reference
- Theme
- Title
- Summary
- Currency
- Amounts Are
- Terms
Action
Write
- Organization
  Required
- Warning_message
- Credit Note ID
  Required
- Allocation ID
  Required
Action
Write
- Info
- Organization
  Required
- First Name
  Required
- Middle Names
- Last Name
  Required
- Date of Birth
  Required
- Title
- Email
  Required
- Gender
- Phone Number
- Mobile Number
- Twitter Username
- Job Title
- Classification
- Termination Date
- Termination Reason
- Income Type
- Employment Type
- Status
- CopyEmployment
- Employment Basis
- Start Date
- Payroll Calendar
- Employee Group Name
- Is Authorised to Approve Leave
- Is Authorised to Approve Timesheets
- Super Fund
- Employee Number
- CopyTaxDeclaration
- Tax File Number
- TFN Exemption Type
- Residency Status
- Tax Scale Type
- Tax Offset Estimated Amount
- Upward Variation Tax Withholding Amount
- Approved Withholding Variation Percentage
- CopyBankAccount
- Statement Text
- Account Name
- BSB Number
- Account Number
- Remainder
- CopyAddress
- Address Line 1
- Address Line 2
- City/Suburb
- State/Region
- Postal Code
- Country
Action
Write
- Organization
  Required
- Contact_name
  Required
- Email_address
- Status
- Date
- Due_date
- Currency
- Url
- Attachment
- Branding_theme
- Reference
- Line_items_type
- Item Code
- Description
- Quantity
  Required
- Unit Price
- Account
- Tax Rate
- Tracking
Action
Write
- Organization
  Required
- Document Type
- Document ID or Number
  Required
- Paid To
  Required
- Date
- Currency_rate
- Amount
  Required
- Reference
Action
Write
- Organization
  Required
- Contact (supplier)
  Required
- Date
- Delivery_date
- Order Number
- Reference
- Theme
- Currency
- Tax_type
- Delivery_address
- Attention
- Telephone
- Delivery_instructions
- Attachments
- Purchase Order Status
Action
Write
- Info
- Organization
  Required
- Employee
  Required
- First Name
  Required
- Middle Names
- Last Name
  Required
- Date of Birth
  Required
- Title
- Email
  Required
- Gender
- Phone Number
- Mobile Number
- Twitter Username
- Job Title
- Classification
- Termination Date
- Termination Reason
- Income Type
- Employment Type
- Status
- CopyEmployment
- Employment Basis
- Start Date
- Payroll Calendar
- Employee Group Name
- Is Authorised to Approve Leave
- Is Authorised to Approve Timesheets
- Super Fund
- Employee Number
- CopyTaxDeclaration
- Tax File Number
- TFN Exemption Type
- Residency Status
- Tax Scale Type
- Tax Offset Estimated Amount
- Upward Variation Tax Withholding Amount
- Approved Withholding Variation Percentage
- CopyBankAccount
- Statement Text
- Account Name
- BSB Number
- Account Number
- Remainder
- CopyAddress
- Address Line 1
- Address Line 2
- City/Suburb
- State/Region
- Postal Code
- Country
Action
Write
- Organization
  Required
- Quote ID
  Required
- Quote Number
- Status
- Contact
  Required
- Date
- Expiry
- Reference
- Theme
- Title
- Summary
- Currency
- Amounts Are
- Terms
Action
Write
- Organization
  Required
- Resource type
  Required
- File
  Required
Action
Write
- Organization
  Required
- Search_by
  Required
Action
Search
- Organization
  Required
- Email
Action
Search
- Organization
  Required
Action
Search
- Organization
  Required
- Invoice ID
  Required
Action
Search
- Organization
  Required
- Search_by
  Required
Action
Search
- Organization
  Required
- Search_by
  Required
- Contact Name
  Required
- Account_number
- Sales Default Account Code
- Purchases Default Account Code
- Contact Requirements
- Primary Person - First Name
- Primary Person - Last Name
- Primary Person - Email
- Secondary Person - First Name
- Secondary Person - Last Name
- Secondary Person - Email
- Include secondary person in emails sent to contact?
- 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
- Bank Account Number
- Groups
- Contact_number
- Company_number
- Payment Terms - Invoice Due (days)
- Payment Terms - Type for Sales Invoices
- Payment Terms - Bill Due (days)
- Payment Terms - Type for Purchase Invoices
Action
Search or write

New Organisation
Triggers when a new organisation is created.
Trigger
Instant
Try It
New Sales Lead
Triggers when a new sales lead is created.
Trigger
Instant
Try It
Posted Invoice
Triggers when an invoice is complete and its status posted.
Trigger
Instant
Try It
- Marketing Campaign
  Required
- Party or Lead ID
  Required
- Party or Lead Type
  Required
- Member's Name
  Required
- Status
Action
Write
- Summary
  Required
- Assigned To
  Required
- Status
  Required
- Description
- Contact
- Contact Email
- Contact Telephone
- Priority
- Product Category
- Resolution Status
- Resolution Description
- Source
- Type
Action
Write
- Customer Order Name
  Required
- Assigned to
  Required
- Document Currency
  Required
- Customer Order Date
  Required
- Status
  Required
- Tax point date
  Required
- Accounting period ID
Action
Write
- Organisation Name
  Required
- Assigned To
  Required
- Category
- Industry
- Website
- Telephone
- Fax
- Street Address
- Town or City
- County/State
- Postcode/Zipcode
- Country
- Campaign
- Source
- VAT Number
- Number of Employees
- Preferred Language
- Special Requirements
Action
Write
- Title
- Lead Person's Name
  Required
- Assigned To
  Required
- Job Title
- Job Role
- First Name
- Middle Name
- Last Name
- Salutation
- Email
- Telephone
- Mobile
- Organisation
- Organisation Category
- Industry
- Website
- Street Address
- Town or City
- County/State
- Postcode/Zipcode
- Country
- Rating
- Source
- Status
- Campaign
Action
Write
- Id
  Required
- Lock Version
  Required
- Member's Name
  Required
- Status
Action
Write
- Id
  Required
- Lock Version
  Required
- Organisation Name
- Assigned To
- Category
Action
Write
- Id
  Required
- Lock Version
  Required
- Title
- Lead Person's Name
- Assigned To
- Job Title
- Job Role
- First Name
- Middle Name
- Last Name
- Salutation
- Email
- Telephone
- Mobile
- Organisation
- Organisation Category
- Industry
- Website
- Street Address
- Town or City
- County/State
- Postcode/Zipcode
- Country
- Rating
- Source
- Status
- Campaign
Action
Write
- Member's Name
- Party or Lead Id
- Party or Lead Type
- External Reference
- Email
  Required
- Marketing Campaign
  Required
Action
Search
- Customer Order Name
- External Reference
- Object Reference
Action
Search
- First Name
- Last Name
- Email
- Employer
- Object Reference
- External Reference
Action
Search
- Campaign Name
- Object Reference
- External Reference
- Name
  Required
- Assigned To
  Required
- Type
- Status
- Start Date
- End Date
Action
Search or write
- Status
  Required
- Marketing Campaign
  Required
- External Reference
- Marketing Campaign
  Required
- Status
  Required
Action
Search or write
- Organisation Name
- Website
- Object Reference
- External Reference
- Organisation Name
  Required
- Assigned To
  Required
- Category
- Industry
- Telephone
- Fax
- Street Address
- Town or City
- County/State
- Postcode/Zipcode
- Country
- Campaign
- Source
- VAT Number
- Number of Employees
- Preferred Language
- Special Requirements
Action
Search or write
- First Name
- Last Name
- Email
- Organisation Name
- Object Reference
- External Reference
- Title
- Lead Person's Name
  Required
- Assigned To
  Required
- Job Title
- Job Role
- First Name
- Middle Name
- Last Name
- Salutation
- Email
- Telephone
- Mobile
- Organisation
- Organisation Category
- Industry
- Website
- Street Address
- Town or City
- County/State
- Postcode/Zipcode
- Country
- Rating
- Source
- Status
- Campaign
Action
Search or write
- Organization
  Required
- Status
Trigger
Polling
Try It
- Organization
  Required
- Status
- Type
Trigger
Polling
Try It
- Organization
  Required
- Report Type
  Required
Trigger
Polling
Try It
- Organization
  Required
- Payment_type
Trigger
Polling
Try It
- Organization
  Required
- Project State
Trigger
Polling
Try It
- Organization
  Required
- Quote Status
Trigger
Polling
Try It
- Organization
  Required
- Status
Trigger
Instant
Try It
- Organization
  Required
Trigger
Polling
Try It
- Organization
  Required
Trigger
Polling
Try It
- Organization
  Required
- Invoice ID
  Required
- Note
  Required
Action
Write
- Organization
  Required
- Credit Note ID
  Required
- Invoice ID
  Required
- Amount
  Required
Action
Write
- Organization
  Required
- From Account
  Required
- To Account
  Required
- Amount
  Required
- Date
Action
Write
- Organization
  Required
- Code
  Required
- Name
  Required
- Type
  Required
Action
Write
- Organization
  Required
- Type
  Required
- Contact
  Required
- Date
Action
Write
- Organization
  Required
- Invoice ID
  Required
Action
Write
- Organization
  Required
- Mark Item as a Sales Item?
- Mark Item as a Purchase Item?
- Item Name
- Item Code
  Required
Action
Write
- Organization
  Required
- Contact_name
  Required
- Email_address
- Contact_account_number
- Primary Person - First Name
- Primary Person - Last Name
- 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
- Contact Address Type
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Contact_tax_number
- Bank Account Number
- Contact Number
- Status
- Date
- Due_date
- Currency
- Url
- Attachment
- Branding_theme
- Number
- Reference
- Sent_to_contact
- Line_items_type
- Item Code
- Description
- Quantity
  Required
- Unit Price
- Discount %
- Discount Amount
- Account
- Tax Rate
- Tracking
Action
Write
- Organization
  Required
- Contact
  Required
- Project Name
  Required
- Deadline for the project
- Project Estimate
Action
Write
- Organization
  Required
- Contact
  Required
- Repeated Invoice Schedule
- Invoice Creation: Frequency Type
  Required
- Invoice Creation: Frequency (Period)
  Required
- Due Date Type: Payment Terms
  Required
- Set Due Dates (Days)
  Required
- Start Date:
  Required
- End Date
- Status
  Required
- Currency
- Branding_theme
- Reference
- Mark as approved for sending?
- Email a copy to Sender?
- Include PDF
- Line Amount Types
Action
Write
- Organization
  Required
- Purchase Order
  Required
- Contact
- Update Method for Line Items
- Date
- Delivery_date
- Line Amount Types
- Purchase Order Number
- Reference
- Branding Theme
- Currency
- Status
- Sent to Contact
- Delivery Address
- Attention To
- Telephone
- Delivery Instructions
- Expected_arrival_date
Action
Write
- Info
- Organization
  Required
- Invoice_id
  Required
- Contact
- Status
- Date
- Due_date
- Expected_payment_date
- Reference
- Branding_theme
- Url
- Currency
- Sent_to_contact
- Attachments
- Invoice_number
- Line_amount_types
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Organization
  Required
- Search_by
  Required
Action
Search
- Organization
  Required
- Invoice ID
  Required
- Include PDF File
- Include Online Invoice URL
Action
Search
- Organization
  Required
- Contact ID
  Required
Action
Search
- Organization
  Required
- Search_by
  Required
- Include Online Invoice URL
Action
Search
- Organization
  Required
- Search_by
  Required
Action
Search
- Organization
  Required
- Search_by
  Required
- Mark Item as a Sales Item?
- Mark Item as a Purchase Item?
- Item Name
- Item Code
  Required
Action
Search or write

About Workbooks CRM

Workbooks CRM helps businesses run better by joining up marketing, sales, finance and service teams with a single cloud-based solution.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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 moreLearn moreHelpHelp

Related categories

Accounting

Premium

Similar apps

QuickBooks Online

Accounting

FreeAgent

Accounting

Wave

Accounting

Related Zap Templates

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

Related Zap Templates

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