Add new Xero invoices to Kommo
Forget switching back and forth between your accounting app and your CRM when its time to follow up on invoices. Now you can see invoice info in Kommo! With this Zap, whenever you add an invoice in Xero, Zapier will find the appropriate contact profile in Kommo and automatically add the invoice as a note. That way, you have vital info in front of you when you pick up the phone.
Forget switching back and forth between your accounting app and your CRM when its time to follow up on invoices. Now you can see invoice info in Kommo! With this Zap, whenever you add an invoice in Xero, Zapier will find the appropriate contact profile in Kommo and automatically add the invoice as a note. That way, you have vital info in front of you when you pick up the phone.
- When this happens...New Sales Invoice
Triggers when you add a new sales invoice. (Accounts Receivable).
- automatically do this...Find Contact
Finds an existing contact.
- then do this!Create Note
Creates a new note.
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