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.
- When this happens...New Payment
Triggers when you receive a new payment.
- automatically do this!Create Module Entry
Creates a new entry in a module
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