Xero + Zoho CRM

Create sales invoices in Xero for every new module entry in Zoho CRM

Boost your sales process with this efficient workflow. When you add a new module entry in Zoho CRM, this function immediately generates a sales invoice in Xero. This solution is perfect for businesses that need to streamline their sales and invoicing processes, saving time and ensuring accuracy. Capitalize on this handy automation to keep your finance records consistent and up-to-date.

Boost your sales process with this efficient workflow. When you add a new module entry in Zoho CRM, this function immediately generates a sales invoice in Xero. This solution is perfect for businesses that need to streamline their sales and invoicing processes, saving time and ensuring accuracy. Capitalize on this handy automation to keep your finance records consistent and up-to-date.

  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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