Xero + Workbooks CRM Integrations
How to connect Xero + Workbooks CRM
Zapier lets you send info between Xero and Workbooks CRM automatically—no code required.
Popular Xero + Workbooks CRM workflows
Copy new posted invoices from Workbooks CRM to Xero
Copy new posted invoices from Workbooks CRM to XeroPremiumCreate tasks in Workbooks CRM when new payments are received in Xero
Create tasks in Workbooks CRM when new payments are received in XeroPremium
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New Bank TransactionTriggers when a new bank transaction is created.Trigger- New BillTriggers when you add a new bill. (Accounts Payable)Trigger
- New ContactTriggers when you add a new contact.Trigger
- New PaymentTriggers when you receive a new payment.Trigger
- New Purchase OrderTriggers when a new purchase order is created or enters a status for the first time.Trigger
- New QuoteTriggers when a new quote is created.Trigger
- New Expense Claim ReceiptTriggers when you add a new draft expense claim receipt.Trigger
- New Sales InvoiceTriggers when you add a new sales invoice. (Accounts Receivable)Trigger
- 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
- Workbooks CRM
Triggers when a new case is created.
Instant
Trigger
- Workbooks CRM
Triggers when a new organisation is created.
Instant
Trigger
- Workbooks CRM
Triggers when a new person is created.
Instant
Trigger
- Workbooks CRM
Triggers when a new sales lead is created.
Instant
Trigger
- Workbooks CRM
Triggers when a credit note is posted.
Instant
Trigger
- Workbooks CRM
Triggers when an invoice is complete and its status posted.
Instant
Trigger
- Workbooks CRM
Looks up values using a Dynamic Lookup Item.
Scheduled
Action
- Workbooks CRM
Adds a new member to a Marketing Campaign.
Scheduled
Action
- Workbooks CRM
Adds a new member status to a Marketing Campaign.
Scheduled
Action
- Workbooks CRM
Creates a new case.
Scheduled
Action
- Workbooks CRM
Creates a new Marketing Campaign.
Scheduled
Action
- Workbooks CRM
Creates a new Customer Order
Scheduled
Action
- Workbooks CRM
Creates a new Customer Order and Line Items
Scheduled
Action
- Workbooks CRM
Creates a new organisation.
Scheduled
Action
- Workbooks CRM
Creates a new Person.
Scheduled
Action
- Workbooks CRM
Creates a new sales lead.
Scheduled
Action
- Workbooks CRM
Creates a new task.
Scheduled
Action
- Workbooks CRM
Update an existing member of a Marketing Campaign.
Scheduled
Action
- Workbooks CRM
Updates a customer order which has previously been found with a Find Customer Order step.
Scheduled
Action
- Workbooks CRM
Update an existing Organisation.
Scheduled
Action
- Workbooks CRM
Update an existing Person.
Scheduled
Action
- Workbooks CRM
Update an existing Sales Lead.
Scheduled
Action
- Workbooks CRM
Find a marketing campaign.
Scheduled
Action
- Workbooks CRM
Find a marketing campaign member.
Scheduled
Action
- Workbooks CRM
Find a marketing campaign member status.
Scheduled
Action
- Workbooks CRM
Finds a customer order.
Scheduled
Action
- Workbooks CRM
Find an organisation.
Scheduled
Action
- Workbooks CRM
Find a person.
Scheduled
Action
- Workbooks CRM
Find a sales lead.
Scheduled
Action
- Workbooks CRM
Find or Create a Marketing Campaign
Scheduled
Action
- Workbooks CRM
Find or Create a Marketing Campaign Member
Scheduled
Action
- Workbooks CRM
Find or Create a Marketing Campaign Member Status
Scheduled
Action
- Workbooks CRM
Find or Create an Order
Scheduled
Action
- Workbooks CRM
Find or Create an Organisation
Scheduled
Action
- Workbooks CRM
Find or Create a Person
Scheduled
Action
- Workbooks CRM
Find or Create a Sales Lead
Scheduled
Action
How Xero + Workbooks CRM Integrations Work
- Step 1: Authenticate Xero and Workbooks 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.
About Xero
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About Workbooks CRM
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