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Xero + Agile CRM Integrations

How to connect Xero + Agile CRM

Zapier lets you send info between Xero and Agile CRM automatically—no code required. With 5,000+ supported apps, the possibilities are endless.

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Supported triggers and actions

What does this mean?
  • Xero triggers, actions, and search

    New Bank Transaction

    Triggers when a new bank transaction is created.

    Trigger
    Scheduled
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    • Quote Status

      If left empty, Zapier will trigger on all new quotes, regardless of status.

    Trigger
    Scheduled
    Try It
    • Status

    Trigger
    Scheduled
    Try It
  • Xero triggers, actions, and search

    New Expense Claim Receipt

    Triggers when you add a new draft expense claim receipt.

    Trigger
    Scheduled
    Try It
    • 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

How Xero + Agile CRM Integrations Work

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

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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agile-crm logo
agile-crm logo

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.

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