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

  1. When this happensStep 1: New Payment

  2. 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

  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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