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Xero + Zoho CRM

Create Xero bills from updated Zoho CRM module entries

Effortlessly maintain accurate financial records with this seamless workflow between Zoho CRM and Xero. Whenever a module entry is updated in Zoho CRM, a corresponding bill is created in Xero, keeping your accounting data up to date. Save valuable time and enhance accuracy by connecting these two essential platforms for a streamlined financial management process.

Effortlessly maintain accurate financial records with this seamless workflow between Zoho CRM and Xero. Whenever a module entry is updated in Zoho CRM, a corresponding bill is created in Xero, keeping your accounting data up to date. Save valuable time and enhance accuracy by connecting these two essential platforms for a streamlined financial management process.

  1. When this happens...
    Zoho CRMZoho CRM
    Updated Module Entry

    Triggers instantaneously when a module entry is updated

    TriggerInstant
  2. automatically do this!
    XeroXero
    Create Bill

    Creates a new bill (Accounts Payable).

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Zoho CRM triggers, actions, and search

    New Lead

    Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.

    Trigger
    Scheduled
    Try It
  • Zoho CRM triggers, actions, and search

    New or Updated Contact

    Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.

    Trigger
    Scheduled
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
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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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Related categories

  • Accounting

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About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

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