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

If you're struggling to keep track of all those incoming payments, Zapier automation can lend a hand. This integration, once active, will automatically create a new task in Workbooks with all the information about new payment you receive in Xero, allowing you to use these tasks to update invoices accordingly.

Note: The task will not automatically link to the Workbooks invoice nor mark the invoice as paid. Please see this Knowledge Base page for more information.

How this Xero-Workbooks CRM integration works

  1. A new payment is received in Xero
  2. Zapier creates a task in Workbooks CRM

Apps involved

  • Xero
  • Workbooks CRM
Create tasks in Workbooks CRM when new payments are received in Xero
Xero integration logo

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.

Xero Connected App

Workbooks CRM integration logo

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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