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.
- When this happens...New Module Entry
Triggers instantaneously when any entry is created in the specified module.
- automatically do this!Send Sales Invoice by Email
Send Sales Invoice by Email
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New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItNew or Updated Lead
Triggers when a new lead 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.
Try ItNew User
Triggers when a new active user is added to your Zoho CRM account.
Try It
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.
Try ItNew 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.
Try ItModuleRequired
Try ItModuleRequired
Try It