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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.

    TriggerScheduled
  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

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.
Learn moreHelp

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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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