Xero + Zoho CRM

Create sales invoices in Xero from new module entries in Zoho CRM

Effortlessly manage your sales workflow with this automation that connects Zoho CRM and Xero. When a new module entry is added in Zoho CRM, a sales invoice will be generated in Xero for a seamless billing process. Save time, reduce manual data entry, and keep your financial records up-to-date by integrating Zoho CRM with Xero using this streamlined setup.

Effortlessly manage your sales workflow with this automation that connects Zoho CRM and Xero. When a new module entry is added in Zoho CRM, a sales invoice will be generated in Xero for a seamless billing process. Save time, reduce manual data entry, and keep your financial records up-to-date by integrating Zoho CRM with Xero using this streamlined setup.

  1. When this happens...
    Zoho CRMZoho CRM
    New Module Entry

    Triggers instantaneously when any entry is created in the specified module.

    TriggerInstant
  2. automatically do this!
    XeroXero
    Create Sales Invoice

    Creates a new sales invoice (Accounts Receivable).

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Zoho CRM triggers, actions, and search

    New Contact

    Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.

    Trigger
    Scheduled
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    • ModuleRequired

    Trigger
    Instant
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  • Zoho CRM triggers, actions, and search

    New or Updated Lead

    Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.

    Trigger
    Scheduled
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  • Zoho CRM triggers, actions, and search

    New User

    Triggers when a new active user is added to your Zoho CRM account.

    Trigger
    Scheduled
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