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Xero + Zoho CRM

Create and email sales invoices in Xero for new module entries in Zoho CRM

Effortlessly manage your sales process by connecting Zoho CRM and Xero with this seamless workflow. When a new module entry is added in Zoho CRM, an automated sales invoice will be sent via email through the Xero app. Stay on top of your finances and streamline your invoicing process with this time-saving integration.

Effortlessly manage your sales process by connecting Zoho CRM and Xero with this seamless workflow. When a new module entry is added in Zoho CRM, an automated sales invoice will be sent via email through the Xero app. Stay on top of your finances and streamline your invoicing process with this time-saving integration.

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

    Triggers instantaneously when any entry is created in the specified module.

    TriggerInstant
  2. automatically do this!
    XeroXero
    Send Sales Invoice by Email

    Send Sales Invoice by Email

    ActionWrite
Start free with email
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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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