How to connect Xero + Shopify + Zoho CRM
Zapier lets you send info between Xero and Shopify and Zoho CRM automatically—no code required. With 6,000+ supported apps, the possibilities are endless.
- Free forever for core features
- 14 day trial for premium features & apps
Do even more with Xero + Shopify + Zoho CRM
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Xero, Shopify, and Zoho CRM. And don’t forget that you can add more apps and actions to create complex workflows.
OrganizationRequired
Quote Status
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganizationRequired
InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
From AccountRequired
To AccountRequired
AmountRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
ContactRequired
Date
Expiry
Quote Number
Reference
Theme
Title
Summary
Currency
Amounts Are
Terms
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Invoice NumberRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Contact NameRequired
Email Address
Status
Date
Due Date
Currency
Url
Attachment
Branding Theme
Number
Reference
Sent To Contact
Line Items Type
Item Code
Description
QuantityRequired
Unit Price
Discount %
Account
Tax Rate
Tracking
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Contact (supplier)Required
Date
Delivery Date
Order Number
Reference
Theme
Currency
Tax Type
Delivery Address
Attention
Telephone
Delivery Instructions
Attachments
Purchase Order Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCustomer Account Enabled
Triggers when a customer account is enabled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Cancelled Order
Triggers whenever a order is "cancelled" (with line item support).
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Order
Triggers when a new purchase is made (only open orders) (with line item support).
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Order (Any Status)
Triggers when a new purchase is made (of any order status).
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Customer
Triggers when a customer's information is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.BlogRequired
TitleRequired
Author NameRequired
ContentRequired
Featured Image URL
Excerpt/Summary
Tags
Is Published?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email
Product
Product Variant
Product Quantity
Product Title
Product Price
Weight in Grams
Note
Discount - Type
Discount - Amount
Discount - Code
Additional Details
Tags
Shipping Address - First name
Shipping Address - Last name
Shipping Address - Company
Shipping Address - Phone
Shipping Address - Address
Shipping Address - Address con't
Shipping Address - City
Shipping Address - Country
Shipping Address - State/Province/Region
Shipping Address - Postal/Zip code
Billing Address - First name
Billing Address - Last name
Billing Address - Company
Billing Address - Phone
Billing Address - Address
Billing Address - Address con't
Billing Address - City
Billing Address - Country
Billing Address - State/Province/Region
Billing Address - Postal/Zip code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email
Product
Product Variant
Product Quantity
Product Title
Product Price
Weight in Grams
Note
Discount - Type
Discount - Amount
Discount - Code
Additional Details
Tags
Shipping Address - First name
Shipping Address - Last name
Shipping Address - Company
Shipping Address - Phone
Shipping Address - Address
Shipping Address - Address con't
Shipping Address - City
Shipping Address - Country
Shipping Address - State/Province/Region
Shipping Address - Postal/Zip code
Billing Address - First name
Billing Address - Last name
Billing Address - Company
Billing Address - Phone
Billing Address - Address
Billing Address - Address con't
Billing Address - City
Billing Address - Country
Billing Address - State/Province/Region
Billing Address - Postal/Zip code
Send Receipt
Send Fulfillment Receipt
Location
Inventory Behaviour
Financial Status
Fulfillment Status
Source Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProductRequired
TitleRequired
Price
Compare at Price
SKU
Inventory Policy
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProductRequired
Title
Product Type
Vendor
Product Description
Tags
Price
Images
SKU
Is Published?
Publish to Point of Sale
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Welcome
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appProductRequired
Product Variant TitleRequired
Exact Match
ActionThis is an event a Zap performs.SearchFind existing data in your appProduct TitleRequired
Product TypeRequired
VendorRequired
Product Description
Tags
Published At
Price
Inventory Policy
Image URL
More Image URLs
SKU
Is Published?
Publish to Point of Sale
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew User
Triggers when a new active user is added to your Zoho CRM account.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planModuleRequired
Entry IDRequired
File name
Attchment FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Notify lead owner
Notify new entity owner
Account ID
Overwrite
Contact ID
Assign to
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ModuleRequired
LayoutRequired
Entry IDRequired
Trigger
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ModuleRequired
LayoutRequired
Trigger
duplicate check fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.E-mailRequired
LayoutRequired
Trigger Workflow?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundModuleRequired
Field nameRequired
ValueRequired
LayoutRequired
Trigger
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
OrganizationRequired
Payment Type
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganizationRequired
Transaction TypeRequired
ContactRequired
Bank AccountRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
TypeRequired
ContactRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Contact NameRequired
Email Address
Status
Date
Due Date
Currency
Url
Attachment
Branding Theme
Reference
Line Items Type
Item Code
Description
QuantityRequired
Unit Price
Account
Tax Rate
Tracking
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Document Type
Document ID or NumberRequired
Paid ToRequired
Date
Currency Rate
AmountRequired
Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Welcome
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
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
Bank Account Number
Groups
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Customer
Triggers when a new customer is added to your Shopify account.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planAbandoned Cart Age (Hours)Required
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Draft Order
Triggers when a new draft order is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Paid Order
Triggers when an order is paid (with line item support).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Product
Triggers when a new product is added to your Shopify store.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planPayment Status
Order Status
Fulfillment Status
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planFirst NameRequired
Last NameRequired
Email AddressRequired
Company Name
Street Address
Street Address Line 2
City
State
State/Province Code
Country
Zip Code
Phone
Tags
Note
Accepts Marketing
Tax Exempt
Send E-Mail Invite
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LocationRequired
ProductRequired
Product Variant Inventory IDRequired
Adjust Quantity By
Set Quantity To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Product TypeRequired
VendorRequired
Product Description
Tags
Published At
Price
Inventory Policy
Image URL
More Image URLs
SKU
Is Published?
Publish to Point of Sale
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
First Name
Last Name
Email Address
Tags
Phone Number
Note
Tax Exempt
Accepts Marketing
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProductRequired
Product VariantRequired
Title
Price
Compare at Price
SKU
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product TitleRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appName
Email AddressRequired
First NameRequired
Last NameRequired
Company Name
Street Address
Street Address Line 2
City
State
State/Province Code
Country
Zip Code
Phone
Tags
Note
Accepts Marketing
Tax Exempt
Send E-Mail Invite
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundProductRequired
TitleRequired
Exact Match
Price
Compare at Price
SKU
Inventory Policy
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planModuleRequired
Entry IDRequired
TagsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ModuleRequired
LayoutRequired
Trigger
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ModuleRequired
Entry IDRequired
Related ModuleRequired
Related Entry IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Welcome
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ModuleRequired
Field nameRequired
ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appE-mailRequired
LayoutRequired
Trigger Workflow?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Top companies trust Zapier to automate work and free up time
Join millions worldwide who automate their work using Zapier
How Xero + Shopify + Zoho CRM Integrations Work
- Step 1: Authenticate Xero, Shopify, and Zoho 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.