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Xero + SugarCRM 6.2-5 Integrations

How to connect Xero + SugarCRM 6.2-5

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Supported triggers and actions

What does this mean?
  • 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 + SugarCRM 6.2-5 Integrations Work

  1. Step 1: Authenticate Xero and SugarCRM 6.2-5.
    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.
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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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About SugarCRM 6.2-5

Manage your sales, marketing, and customer support better with SugarCRM's online CRM software.
Learn more

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