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  • Workbooks CRM logoWorkbooks CRM logo

Xero + Workbooks CRM Integrations

How to connect Xero + Workbooks CRM

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  • Xero triggers, actions, and search
    New Bank Transaction
    Triggers when a new bank transaction is created.
    Trigger
    Scheduled
  • Xero triggers, actions, and search
    New Bill
    Triggers when you add a new bill. (Accounts Payable)
    Trigger
    Scheduled
  • Xero triggers, actions, and search
    New Contact
    Triggers when you add a new contact.
    Trigger
    Scheduled
  • Xero triggers, actions, and search
    New Payment
    Triggers when you receive a new payment.
    Trigger
    Scheduled
  • Xero triggers, actions, and search
    New Purchase Order
    Triggers when a new purchase order is created or enters a status for the first time.
    Trigger
    Scheduled
  • Xero triggers, actions, and search
    New Quote
    Triggers when a new quote is created.
    Trigger
    Scheduled
  • Xero triggers, actions, and search
    New Expense Claim Receipt
    Triggers when you add a new draft expense claim receipt.
    Trigger
    Scheduled
  • Xero triggers, actions, and search
    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

  • 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

  1. Step 1: Authenticate Xero and 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.
xero logo
xero logo

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.

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workbooks logo
workbooks logo

About Workbooks CRM

Workbooks CRM helps businesses run better by joining up marketing, sales, finance and service teams with a single cloud-based solution.

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