Capsule CRM + Xero

Create new quote drafts in Xero for new or updated opportunities in Capsule CRM

Seamlessly streamline your sales cycle with this practical workflow integrating Capsule CRM and Xero. Whenever a new or updated opportunity arises in Capsule CRM, this workflow ensures a corresponding quote draft is promptly created or adjusted in Xero. This maximizes efficiency, provides rapid responses to sales opportunities, and enhances your overall sales management process.

Seamlessly streamline your sales cycle with this practical workflow integrating Capsule CRM and Xero. Whenever a new or updated opportunity arises in Capsule CRM, this workflow ensures a corresponding quote draft is promptly created or adjusted in Xero. This maximizes efficiency, provides rapid responses to sales opportunities, and enhances your overall sales management process.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Opportunity

    Triggers when a given action is performed on an Opportunity.

    TriggerInstant
  2. automatically do this!
    XeroXero
    Create New Quote Draft

    Creates a new quote draft.

    ActionWrite
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Supported triggers and actions

    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Entity TypeRequired

    • Activity Type

    • NoteRequired

    Action
    Write
    • ContactRequired

    • PipelineRequired

    • NameRequired

    • Description

    • Expected Close Date

    • Actual Close Date

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
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capsulecrm logo

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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xero logo
xero logo

About Xero

Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.
Learn more

Related categories

  • Accounting

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