Xero + Zoho CRM

Create or update Zoho CRM module entries for new Xero bills

Keep your sales and finance teams in sync by connecting Xero and Zoho CRM with this efficient workflow. When a new bill is created in Xero, this automation will instantly create or update a module entry in Zoho CRM. Improve team collaboration and ensure crucial financial information is accessible in real-time.

Keep your sales and finance teams in sync by connecting Xero and Zoho CRM with this efficient workflow. When a new bill is created in Xero, this automation will instantly create or update a module entry in Zoho CRM. Improve team collaboration and ensure crucial financial information is accessible in real-time.

  1. When this happens...
    XeroXero
    New Bill

    Triggers when you add a new bill. (Accounts Payable).

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

    Create or update module entries

    ActionWrite
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Supported triggers and actions

What does this mean?
    • OrganizationRequired

    Trigger
    Scheduled
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    • OrganizationRequired

    Trigger
    Scheduled
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    • OrganizationRequired

    • Payment Type

    Trigger
    Scheduled
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    • OrganizationRequired

    • Quote Status

    Trigger
    Scheduled
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