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Xero + Zoho CRM

Add tags in Zoho CRM for new Xero sales invoices to streamline record organization

Effortlessly connect Xero and Zoho CRM with this streamlined workflow. When a new sales invoice is created in Xero, the corresponding contact in Zoho CRM will be updated with the relevant details. This automation helps maintain organization and track customer interactions, improving the efficiency of your sales and customer relationship management processes.

Effortlessly connect Xero and Zoho CRM with this streamlined workflow. When a new sales invoice is created in Xero, the corresponding contact in Zoho CRM will be updated with the relevant details. This automation helps maintain organization and track customer interactions, improving the efficiency of your sales and customer relationship management processes.

  1. When this happens...
    XeroXero
    New Sales Invoice

    Triggers when a new Sales Invoice (Accounts Receivable) is created.

    TriggerInstant
  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
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    • 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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