Xero + Agile CRM Integrations

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Create or update Agile CRM contacts from new Xero sales invoices
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Xero + Agile CRM

Create or update Agile CRM contacts from new Xero sales invoices

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Xero + Agile CRM

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Supported triggers and actions

What does this mean?

New Bank Transaction
Triggers when a new bank transaction is created.
Trigger
Scheduled
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New Contact
Triggers when you add a new contact.
Trigger
Scheduled
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- Quote Status
  If left empty, Zapier will trigger on all new quotes, regardless of status.
Trigger
Scheduled
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- Status
Trigger
Scheduled
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- Transaction TypeRequired
- ContactRequired
- Bank AccountRequired
- Date
Action
Write

- Contact NameRequired
- Account Number
- Primary Person - First Name
- Primary Person - Last Name
- Primary Person - Email
- 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
  Also known as the ABN (Australia), GST Number (New Zealand), VAT Number (UK) or Tax ID Number (US and global) depending on which regionalized version of Xero you use.
- Bank Account Number
- Groups
  Add contact to selected group(s). Does not replace contact's existing groups.
Action
Write
- TypeRequired
- ContactRequired
- Date
  Defaults to today's date if not specified.
Action
Write

- Contact NameRequired
- Email Address
- Status
  Defaults to Draft if not specified.
- Date
  Defaults to creation date if not specified.
- Due Date
  A due date is required for approved invoices.
- Currency
  Default currency for organization will be used if not specified.
- Url
  URL link to a source document.
- Attachment
- Branding Theme
  The branding theme to use for this invoice.
- Reference
  Non-unique alpha numeric code identifying the bill.
- Url
  URL link to a source document.
- Line Items Type
  Line amounts are exclusive of tax by default if you don't specify this element.
- Item Code
  You must provide either an Item Code or both a Description and a Unit Price.
- Description
  If no Item Code is provided, this field is required.
- QuantityRequired
- Unit Price
  If no Item Code is provided, this field is required.
- Account
- Tax Rate
  Only specify if you want to override the default tax type for the account above.
- Tracking
  For example: Region - West Coast - see Setting > General Settings > Tracking in Xero for your tracking categories and options.
Action
Write
- Document Type
  What you'll you provide the ID or number for via the next field.
- Document ID or NumberRequired
  The ID or Number for the selected Document Type.
- Paid ToRequired
  The bank account or clearing account the payment is being made to.
- Date
- Currency Rate
  Exchange rate when payment is received. Only used for non base currency invoices.
- AmountRequired
- Reference
  An optional description for the payment.
Action
Write
- Owner
  Determines which App Extensions will appear in the dropdown below.
- App ExtensionRequired
Action
Write
- Search ByRequired
Action
Search
- Search ByRequired
- Contact NameRequired
- Account Number
- Primary Person - First Name
- Primary Person - Last Name
- Primary Person - Email
- 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
  Also known as the ABN (Australia), GST Number (New Zealand), VAT Number (UK) or Tax ID Number (US and global) depending on which regionalized version of Xero you use.
- Bank Account Number
- Groups
  Add contact to selected group(s). Does not replace contact's existing groups.
Action
Search or write
Changing Any Deal Milestone
Changing any milestone in Agile CRM should be triggered.
Trigger
Instant
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New Contact
Triggers when a new contact is add in AgileCRM.
Trigger
Scheduled
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New Event
Triggers when a new event is created in Agile CRM.
Trigger
Scheduled
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New Task
Triggers when a new task is added in the Agile CRM.
Trigger
Scheduled
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- CampaignRequired
  The campaign workflow to add the contact to.
- Subscriber EmailRequired
  Email of the contact to be added to campaign.
Action
Write
- Contact EmailRequired
  Email of the contact.
- Score to Be AddedRequired
  Score to be added to the Contact in the AgileCRM.
Action
Write
- Company NameRequired
  Name of the Company.
- Company URL
  URL of the company.
Action
Write
- NameRequired
  Name of the Deal.
- Owner
  Owner of the Deal.
- Probability (%)
  Enter the probability of the deal.
- ValueRequired
  Expected value of the deal.
- Track
  Select the track for the deal from the given list.
- Milestone
  Milestone of the Deal. The text should match an existing milestone for the selected Track (case sensitive).
- Related To
  The Email of the Contact.
- Close Date
  Close Date of the deal.
- Description
  Description of the Deal.
- Deal Source
  List of deal source option for a deal.
Action
Write
- EmailRequired
  Email.
- SubjectRequired
  Subject of the ticket.
- Cc
  CC emails.
- PriorityRequired
  Priority.
- Status
  Status.
- AssigneeRequired
  Group name to assign.
- MessageRequired
  Message.
Action
Write
- EmailRequired
  Email address of the contact in the Agile CRM. It is used to identify which contact needs to be updated.
- First Name
  First name of the contact.
- Last Name
  Last name of the contact in Agile CRM.
- Company
  Company Name of the contact.
- Phone
  Phone Number of the contact.
- Tags
  Tags to be added to the contact. Multiple tags must be separated by comma.
- Add Address
  Enter line address.
- City
- State
- Zip Code
- Country
- Create New Contact
  If no contact is present with the given email, should a NEW contact be created?
- Website
  Link up a website to a contact.
Action
Write

- Status
Trigger
Scheduled
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- Payment Type
Trigger
Scheduled
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New Expense Claim Receipt
Triggers when you add a new draft expense claim receipt.
Trigger
Scheduled
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- InvoiceRequired
- Item Code
  You must provide either an Item Code or both a Description and a Unit Price.
- Description
  If no Item Code is provided, this field is required.
- QuantityRequired
- Unit Price
  If no Item Code is provided, this field is required.
- Discount %
- Account
- Tax Rate
  Only specify if you want to override the default tax type for the account above.
Action
Write
- From AccountRequired
  The bank account the payment is being made from.
- To AccountRequired
  The bank account the payment is being made to.
- AmountRequired
- Date
Action
Write
- ContactRequired
- Date
  Defaults to current date if not specified.
- Expiry
- Quote Number
  If you want Xero to auto-generate a Quote Number for you, leave this field blank.
- Reference
- Theme
- Title
- Summary
- Currency
- Amounts Are
  Defaults to Tax Exclusive if not specified
- Item Code
- DescriptionRequired
- Quantity
- Unit Price
- Discount %
- Account
- Tax Rate
- Terms
Action
Write
- Invoice NumberRequired
  To email an invoice, it must have a status of Awaiting Approval, Awaiting Payment or Paid. The email will be sent to the primary email address of the contact on the invoice and any others marked as "Include in emails." The subject and body of the email will be based on the default email template.
Action
Write
- Contact NameRequired
- Email Address
- Status
  Defaults to Draft if not specified.
- Date
  Defaults to creation date if not specified.
- Due Date
  A due date is required for approved invoices.
- Currency
  Default currency for organization will be used if not specified.
- Url
  URL link to a source document.
- Attachment
- Branding Theme
  The branding theme to use for this invoice.
- Number
  Unique alpha numeric code identifying invoice - leave blank for auto-generated value.
- Reference
  An additional reference number
- Url
  URL link to a source document.
- Sent To Contact
  Mark invoice as "sent" (note: does not actually send an email). This can be set only on invoices that have a status of "approved" You can set this in the Status field above.
- Line Items Type
  Line amounts are exclusive of tax by default if you don't specify this element.
- Item Code
  You must provide either an Item Code or both a Description and a Unit Price.
- Description
  If no Item Code is provided, this field is required.
- QuantityRequired
- Unit Price
  If no Item Code is provided, this field is required.
- Discount %
- Account
- Tax Rate
  Only specify if you want to override the default tax type for the account above.
- Tracking
  For example: Region - West Coast - see Setting > General Settings > Tracking in Xero for your tracking categories and options.
Action
Write
- Contact (supplier)Required
- Date
  When the purchase order was issued. Defaults to today's date if not specified.
- Delivery Date
- Order Number
  If left blank, Xero will auto-generate this from your default invoice numbering.
- Reference
- Theme
- Currency
- Tax Type
- Item Code
  You must provide either an Item Code or both a Description and a Unit Price.
- Description
  If no Item Code is provided, this field is required.
- QuantityRequired
- Unit Price
  If no Item Code is provided, this field is required.
- Discount %
- Account
- Tax Rate
  Only specify if you want to override the default tax type for the account above.
Action
Write
- Api Docs Info
  API docs for Xero are located here https://developer.xero.com/documentation/api/accounting/overview
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- Search ByRequired
Action
Search
- Track / MilestoneRequired
Trigger
Scheduled
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New Case
Triggers when a new case is added in Agile CRM.
Trigger
Scheduled
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New Deal
Triggers when a new Deal is added in AgileCRM.
Trigger
Scheduled
Try It
- Ticket FilterRequired
  Filters.
Trigger
Scheduled
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- Tag NameRequired
  The name of the tag added to the contact.
Trigger
Scheduled
Try It
- Contact EmailRequired
  Email of the Contact.
- Subject of NoteRequired
  Subject of the Note.
- DescriptionRequired
  Description of the Notes.
Action
Write
- Contact EmailRequired
  Email of the Contact.
- TagsRequired
  Tags to be added to the contact separated by comma. Tags can’t contain special chars except space and underscore.
Action
Write
- First NameRequired
  The First name of the Contact.
- Last Name
  Last name of the Contact.
- EmailRequired
  Email Address of the Contact.
- If Duplicate Found
  If there is a contact already in Agile with the given email, what should be done.
- Phone
  Phone Number.
- Tag
  Tags to be added to the contact separated by comma. Tags can’t contain number or special characters except space and underscore.
- Company
  Name of the company.
- Add Address
  Enter address line here.
- City
- State
- Zip Code
- Country
- Website
  Link website to a contact.
Action
Write
- NameRequired
  Name of the event.
- PriorityRequired
  Priority of the Event.
- OwnerRequired
  Owner of the event.
- Start TimeRequired
  The starting time of the event.
- End TimeRequired
  End time of the event.
Action
Write
- SubjectRequired
  Subject of the task.
- Task TypeRequired
  Type of the task.
- PriorityRequired
  Priority of the Task.
- Owner
  Owner of the task.
- Email
  Email ID of the Contact.
- Due Date
  Due Date of the Task.
Action
Write

How Xero + Agile CRM Integrations Work

Step 1: Authenticate Xero and Agile CRM.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Xero + Agile CRM

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 more

Related categories

Accounting

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Accounting

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About Agile CRM

Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.

Related categories

CRM (Customer Relationship Management)

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Xero + Agile CRM Integrations

How to connect Xero + Agile CRM

Create or update Agile CRM contacts from new Xero sales invoices

Create or update Agile CRM contacts from new Xero sales invoices

Connect your apps and automate workflows

New Bank Transaction

New Contact

New Quote

Quote Status

New Sales Invoice

Status

Create Bank Transaction

Transaction TypeRequired

ContactRequired

Bank AccountRequired

Date

Create/Update Contact

Contact NameRequired

Account Number

Primary Person - First Name

Primary Person - Last Name

Primary Person - Email

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

Create Credit Note

TypeRequired

ContactRequired

Date

Create Bill

Contact NameRequired

Email Address

Status

Date

Due Date

Currency

Url

Attachment

Branding Theme

Reference

Url

Line Items Type

Item Code

Description

QuantityRequired

Unit Price

Account

Tax Rate

Tracking

Create Payment

Document Type

Document ID or NumberRequired

Paid ToRequired

Date

Currency Rate

AmountRequired

Reference

App Extensions (Beta)

Owner

App ExtensionRequired