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Xero + Zoho CRM

Create Zoho CRM module entries for new Xero payments

Effortlessly keep your customer payment records up to date with this automation between Xero and Zoho CRM. Whenever a new payment is recorded in Xero, this workflow will create a corresponding module entry in Zoho CRM, ensuring all relevant information is consistently logged. Save time and maintain organization by streamlining your financial data across both platforms.

Effortlessly keep your customer payment records up to date with this automation between Xero and Zoho CRM. Whenever a new payment is recorded in Xero, this workflow will create a corresponding module entry in Zoho CRM, ensuring all relevant information is consistently logged. Save time and maintain organization by streamlining your financial data across both platforms.

  1. When this happens...
    XeroXero
    New Payment

    Triggers when you receive a new payment.

    TriggerScheduled
  2. automatically do this!
    Zoho CRMZoho CRM
    Create Module Entry

    Creates a new entry in a module

    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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  • 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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