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?

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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)

InstantNew Organisation

Triggers when a new organisation is created.

InstantNew Sales Lead

Triggers when a new sales lead is created.

New Contact

Triggered when you add a new contact.

New Expense Claim Receipt

Triggered when you add a new draft expense claim receipt.

InstantNew Case

Triggers when a new case is created.

InstantNew Person

Triggers when a new person is created.

InstantPosted Credit Note

Triggers when a credit note is posted.

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