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Xero + Zoho Books

Create new Zoho Books estimates from new Xero quotes

Streamline your bookkeeping tasks with this workflow. When a new quote is created in Xero, an estimate is instantly generated in Zoho Books. This seamless process not only maximizes accuracy and efficiency but also eliminates the need for manual data entry. Emphasizing consistency and precision, this workflow is perfect for businesses looking to simplify their financial processes.

Streamline your bookkeeping tasks with this workflow. When a new quote is created in Xero, an estimate is instantly generated in Zoho Books. This seamless process not only maximizes accuracy and efficiency but also eliminates the need for manual data entry. Emphasizing consistency and precision, this workflow is perfect for businesses looking to simplify their financial processes.

  1. When this happens...
    XeroXero
    New Quote

    Triggers when a new quote is created.

    TriggerPolling
  2. automatically do this!
    Zoho BooksZoho Books
    Create Estimate

    Creates a new estimate.

    ActionWrite
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Supported triggers and actions

    • OrganizationRequired

    Trigger
    Polling
    Try It
    • OrganizationRequired

    • Report TypeRequired

    Trigger
    Polling
    Try It
    • OrganizationRequired

    • Payment Type

    Trigger
    Polling
    Try It
    • OrganizationRequired

    • Status

    Trigger
    Polling
    Try It
    • OrganizationRequired

    • Status

    • Type

    Trigger
    Polling
    Try It
    • OrganizationRequired

    • Days OverdueRequired

    Trigger
    Polling
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    • OrganizationRequired

    • Project State

    Trigger
    Polling
    Try It
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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.

Related categories

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zoho-books logo

About Zoho Books

Zoho Books is cloud-based accounting software in which you can record, audit and analyze all financial transactions easily. With secure data storage, easy navigation and customizable features, Zoho Books provide a head start in accounting for small businesses.

Related categories