Create tasks in Workbooks CRM when new payments are received in Xero
When this happensStep 1: New Payment
Then do thisStep 2: Create 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
- A new payment is received in Xero
- Zapier creates a task in Workbooks CRM
- Workbooks CRM