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 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.
Popular Ways to Connect Xero and Workbooks CRM
Create tasks in Workbooks CRM when new payments are received in Xero
Xero + Workbooks CRM
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 Contact
Triggers when you add a new contact.
New Purchase Order
Triggers when a new purchase order is created or enters a status for the first time.
New Expense Claim Receipt
Triggers when you add a new draft expense claim receipt.
InstantNew Case
Triggers when a new case is created.
New Bill
Triggers when you add a new bill. (Accounts Payable)
New Payment
Triggers when you receive a new payment.
New Quote
Triggers when a new quote is created.
New Sales Invoice
Triggers when you add a new sales invoice. (Accounts Receivable)
InstantNew Organisation
Triggers when a new organisation is created.
How Xero + Workbooks CRM Integrations Work
- Step 1: Authenticate Xero + 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.