Copilot CRM + Xero

Create sales invoices in Xero for new invoices in Copilot CRM

Manage your financial tasks efficiently with this streamlined workflow. When a new invoice is generated in Copilot CRM, a corresponding sales invoice is created in Xero. This helps in maintaining an updated record of all sales transactions, eliminating the need for manual data entry and reducing the possibility of errors. Enhance your revenue management process with this time-saving automation.

Manage your financial tasks efficiently with this streamlined workflow. When a new invoice is generated in Copilot CRM, a corresponding sales invoice is created in Xero. This helps in maintaining an updated record of all sales transactions, eliminating the need for manual data entry and reducing the possibility of errors. Enhance your revenue management process with this time-saving automation.

  1. When this happens...
    Copilot CRMCopilot CRM
    New Invoice

    Triggers when a new invoice is added.

    TriggerPolling
  2. automatically do this!
    XeroXero
    Create Sales Invoice

    Creates a new sales invoice (Accounts Receivable).

    ActionWrite
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Supported triggers and actions

copilot-crm logo
copilot-crm logo

About Copilot CRM

Copilot CRM automates business processes and workflows by scheduling, routing, automatic invoicing, payment processing, and online booking.

Related categories

  • Sales & CRM
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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