Workbooks CRM
When this happens...
XeroNew Payment
Then do this...
Workbooks CRMCreate Task

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

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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.

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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