Connect Recruit CRM and Xero to unlock the power of automation

Add a new Candidate.

Add a new contact.

Add a new hotlist.

Add a new Meeting.

Assign a candidate to a job.

Opt-in or Opt-out contact from email

Enroll Contact in Sequence

Mark Candidates as Off Limit with reason

Mark Companies as Off Limit with reason

Mark Contacts as Off Limit with reason

Unenroll Candidate From Sequence

Updates a call log.

Update the candidate's hiring stage for a job.

Updates a company.

Updates a deal.

Updates a job.

Updates a note.

Uploads file to file section of an entity

Finds a candidates based on first name, last name, email, Linkedin profile, contact number, state, country, candidate created date, candidate updated date, owner id, owner name and owner email.

Finds a contact based on first name, last name, email, Linkedin , contact number, companyslug, contact created date, contact updated date, owner id, owner name, owner email.

Finds an enrollment based on enrollment ID, sequence ID, prospect slug, enrollment status

Finds a job based on job title, company name, job created date, job updated date, owner id, owner name and owner email.

Finds a note based on related entity, note added date and note updated date.

Finds a user based on user first name, user last name, user contact number, user email and user id.

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

Triggers when a new credit note is created.

Triggers when you run or refresh one of the selected Xero report types (Balance Sheet, Profit & Loss, etc.).

Triggers when you receive a new payment.

Triggers when a new project is created. May not trigger if there are more than 500 projects.

Triggers when a new quote is created.

Triggers when a new Sales Invoice (Accounts Receivable) is created.

Triggers when a new employee is updated (Exclusively for Australian Instances).

Triggers when a quote is created or updated.

Add a note which will appear in the invoice history.

Allocates a credit note to an invoice.

Transfers money between two bank accounts.

Creates a new account.

Creates a new credit note for a contact.

Send Sales Invoice by Email

Creates an inventory item.

Creates a new sales invoice (Accounts Receivable).

Creates a new project for a contact.

Creates a template that generates regular invoices.

Updates an existing Purchase Order.

Updates existing sales invoice (Accounts Receivable).

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Finds a credit note by number or reference and retrieves its PDF.

Find a specific invoice using its unique Invoice ID.

Finds quotes by contact ID.

Finds an invoice by number or reference.

Finds a payment by ID or reference.

Finds or creates an item.

Add a new Company.

Add a new deal.

Add a new job.

Add a new note.

Adds new record to a hotlist.

Opt-in or Opt-out candidate from email

Enroll Candidate in Sequence

Mark Candidates as Available

Mark Companies as Available

Mark Contacts as Available

unassign a candidate from the job.

Unenroll Contact From Sequence

Updates a candidate.

Update the candidate's visibility in a job.

Updates a contact.

Updates a hotlist.

Updates a meeting.

Updates a task.