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.
- When this happens...New Module Entry
Triggers instantaneously when any entry is created in the specified module.
- automatically do this!Create Sales Invoice
Creates a new sales invoice (Accounts Receivable).
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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.
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Try ItNew 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.
Try ItNew User
Triggers when a new active user is added to your Zoho CRM account.
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