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Xero + Zoho CRM

Update Zoho CRM module entries when new Xero payments are received

Easily keep your customer records up-to-date with this workflow. When a new payment is received in Xero, it will trigger an update to the corresponding module entry in your Zoho CRM, ensuring your team always has the latest and accurate financial information at their fingertips. Say goodbye to manual updates, save time, and minimize errors with this automation.

Easily keep your customer records up-to-date with this workflow. When a new payment is received in Xero, it will trigger an update to the corresponding module entry in your Zoho CRM, ensuring your team always has the latest and accurate financial information at their fingertips. Say goodbye to manual updates, save time, and minimize errors with this automation.

  1. When this happens...
    XeroXero
    New Payment

    Triggers when you receive a new payment.

    TriggerPolling
  2. automatically do this!
    Zoho CRMZoho CRM
    Update Module Entry

    Update existing entry in the selected module

    ActionWrite
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Supported triggers and actions

    • OrganizationRequired

    Trigger
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    • OrganizationRequired

    • Report TypeRequired

    Trigger
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    • OrganizationRequired

    • Payment Type

    Trigger
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    • OrganizationRequired

    • Status

    Trigger
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    • OrganizationRequired

    • Status

    • Type

    Trigger
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    • OrganizationRequired

    • Days OverdueRequired

    Trigger
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    • OrganizationRequired

    • Project State

    Trigger
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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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