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.
- When this happens...New Payment
Triggers when you receive a new payment.
- automatically do this!Update Module Entry
Update existing entry in the selected module
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