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 81 possible integrations. Are you ready to find your productivity superpowers?
Copy new posted invoices from Workbooks CRM to Xero
Save time and streamline your business processes by allowing Zapier to replicate your documents for you. Once you activate this integration, it will trigger whenever you change the status of a Workbooks invoice from "Draft" to "Posted". We'll then create a copy of the invoice on Xero, adding a new customer if they don't exist as well, so you can be sure your accounting processes never fall behind.
Note: If you want to map to Xero's 'Account Code' field, you will need to set up a custom field on your Workbooks Invoice Line Items with picklist values that match up to the Account Code options. To map to Xero's 'Tax Type' field, you will need to rename the Workbooks Tax Codes to match those of Xero. Please read this Knowledge Base page for more information.
How this Workbooks CRM-Xero integration works
- The status of a Workbooks invoice is changed from DRAFT to POSTED
- Zapier creates a new Xero invoice from the Workbooks invoice
- Workbooks CRM
Create tasks in Workbooks CRM when new payments are received in Xero
If you're struggling to keep track of all those incoming payments, Zapier automation can lend a hand. This integration, once active, will automatically create a new task in Workbooks with all the information about new payment you receive in Xero, allowing you to use these tasks to update invoices accordingly.
Note: The task will not automatically link to the Workbooks invoice nor mark the invoice as paid. Please see this Knowledge Base page for more information.
How this Xero-Workbooks CRM integration works
- A new payment is received in Xero
- Zapier creates a task in Workbooks CRM
- Workbooks CRM
It's easy to connect Xero + Workbooks CRM and requires absolutely zero coding experience—the only limit is your own imagination.
Triggered when you add a new bill. (Accounts Payable)
Creates a new sales invoice (Accounts Receivable).
Triggered when you add a new sales invoice. (Accounts Receivable)
Creates a new contact or updates a contact if a contact already exists.
Triggered when you add a new contact.
Creates a new bill (Accounts Payable).
Triggered when you add a new draft expense claim receipt.
Applies a payment to an invoice.
Triggered when you receive a new payment.
Creates a new purchase order for a contact.
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