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Xero + Zoho CRM

Add tags to Zoho CRM for new bills in Xero

Stay organized and save time by tagging new bills in Xero directly to your Zoho CRM records. With this automation, every time a new bill is created in Xero, the corresponding contact in Zoho CRM will be updated with a tag. Efficiently manage financial records and strengthen your customer relationships by keeping your CRM up-to-date with the latest billing information.

Stay organized and save time by tagging new bills in Xero directly to your Zoho CRM records. With this automation, every time a new bill is created in Xero, the corresponding contact in Zoho CRM will be updated with a tag. Efficiently manage financial records and strengthen your customer relationships by keeping your CRM up-to-date with the latest billing information.

  1. When this happens...
    XeroXero
    New Bill

    Triggers when you add a new bill. (Accounts Payable).

    TriggerScheduled
  2. automatically do this!
    Zoho CRMZoho CRM
    Add Tag

    Add new tag to existing module entries

    ActionWrite
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Supported triggers and actions

What does this mean?
    • OrganizationRequired

    • Status

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Status

    • Type

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Purchase Order Status

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Payment Type

    Trigger
    Scheduled
    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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