Copy new posted invoices from Workbooks CRM to Xero
Workbooks CRM + Xero
Xero + Workbooks CRM Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect Xero and Workbooks CRM, with as many as 123 possible integrations. Are you ready to find your productivity superpowers?
Connect Xero + Workbooks CRM in Minutes
It's easy to connect Xero + Workbooks CRM and requires absolutely zero coding experience—the only limit is your own imagination.
All Triggers & Actions
New Bill
Triggered when you add a new bill. (Accounts Payable)
New Payment
Triggered when you receive a new payment.
New Sales Invoice
Triggered when you add a new sales invoice. (Accounts Receivable)
Create Marketing Campaign Status
Adds a new status to a Marketing Campaign.
Create Marketing Campaign
Creates a new Marketing Campaign.
New Contact
Triggered when you add a new contact.
New Expense Claim Receipt
Triggered when you add a new draft expense claim receipt.
Create Marketing Campaign Member
Adds a new member to a Marketing Campaign.
Create Case
Creates a new case.
Create Organisation
Creates a new organisation.
Popular Ways to Connect Xero and Workbooks CRM
Create tasks in Workbooks CRM when new payments are received in Xero
Xero + Workbooks CRM
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