Skip to content

Xero + Workbooks CRM Integrations

Xero logoWorkbooks CRM logo
Xero logoWorkbooks CRM logo

In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between Xero and Workbooks CRM.


Get started with workflows like: Copy new posted invoices from Workbooks CRM to Xero. Or check out the rest of our guided workflows. Save time with Zapier; it's free to try.

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 Bank Transaction

Triggers when a new bank transaction is created.

New Bill

Triggers when you add a new bill. (Accounts Payable)

New Contact

Triggers when you add a new contact.

New Payment

Triggers when you receive a new payment.

New Purchase Order

Triggers when a new purchase order is created or enters a status for the first time.

New Quote

Triggers when a new quote is created.

New Expense Claim Receipt

Triggers when you add a new draft expense claim receipt.

New Sales Invoice

Triggers when you add a new sales invoice. (Accounts Receivable)

InstantNew Case

Triggers when a new case is created.

InstantNew Organisation

Triggers when a new organisation is created.

How Xero + Workbooks CRM Integrations Work

  1. Step 1: Authenticate Xero + Workbooks CRM.
    (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.
Connect Xero + Workbooks CRM

Connect the apps you use every day

Get started with a Free account

Google LogoSign up with Google
Or
By signing up, you agree to Zapier’s Terms of Service