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?

New Bank Transaction
Triggers when a new bank transaction is created.
Trigger
Scheduled
New Bill
Triggers when you add a new bill. (Accounts Payable)
Trigger
Scheduled
New Contact
Triggers when you add a new contact.
Trigger
Scheduled
New Payment
Triggers when you receive a new payment.
Trigger
Scheduled
New Purchase Order
Triggers when a new purchase order is created or enters a status for the first time.
Trigger
Scheduled
New Quote
Triggers when a new quote is created.
Trigger
Scheduled
New Expense Claim Receipt
Triggers when you add a new draft expense claim receipt.
Trigger
Scheduled
New Sales Invoice
Triggers when you add a new sales invoice. (Accounts Receivable)
Trigger
Scheduled
Xero
Adds line items to an existing sales invoice.
Scheduled
Action
Xero
Creates a new Spend/Receive Money bank transaction.
Scheduled
Action
Xero
Transfers money between two bank accounts.
Scheduled
Action
Xero
Creates a new contact or updates a contact if a contact already exists.
Scheduled
Action
Xero
Creates a new quote draft.
Scheduled
Action
Xero
Creates a new credit note for a contact.
Scheduled
Action
Xero
Sends an invoice via email.
Scheduled
Action
Xero
Creates a new bill (Accounts Payable).
Scheduled
Action
Xero
Creates a new sales invoice (Accounts Receivable).
Scheduled
Action
Xero
Applies a payment to an invoice.
Scheduled
Action
Xero
Creates a new purchase order for a contact.
Scheduled
Action
Xero
Finds a contact by name or account number.
Scheduled
Action
Xero
Finds an invoice by number or reference.
Scheduled
Action
Xero
Finds or creates a specific contact.
Scheduled
Action
SugarCRM 6.2-5
Triggers when you add a new case.
Scheduled
Trigger
SugarCRM 6.2-5
Triggers when you add a new contact.
Scheduled
Trigger
SugarCRM 6.2-5
Triggers when you add a new record or entry to a module. (Note - due to an intermittent SugarCRM sorting bug, this trigger may not work as expected.)
Scheduled
Trigger
SugarCRM 6.2-5
Triggers when you add a new field to a module.
Scheduled
Trigger
SugarCRM 6.2-5
Triggers when you add a new lead.
Scheduled
Trigger
SugarCRM 6.2-5
Triggers when you add a new module.
Scheduled
Trigger
SugarCRM 6.2-5
Triggers when you add a new opportunity.
Scheduled
Trigger
SugarCRM 6.2-5
Triggers when you add a new task.
Scheduled
Trigger
SugarCRM 6.2-5
Triggers when you add a new user.
Scheduled
Trigger
SugarCRM 6.2-5
Create a new case.
Scheduled
Action
SugarCRM 6.2-5
Create a new contact.
Scheduled
Action
SugarCRM 6.2-5
Create a new record/entry for a module.
Scheduled
Action
SugarCRM 6.2-5
Create a new lead.
Scheduled
Action
SugarCRM 6.2-5
Create a new opportunity.
Scheduled
Action
SugarCRM 6.2-5
Create a new task.
Scheduled
Action
SugarCRM 6.2-5
Create a new user.
Scheduled
Action

How Xero + SugarCRM 6.2-5 Integrations Work

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

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.