Maximizer CRM + Xero
Add new Xero contacts to Maximizer CRM
Maintain accurate and up-to-date contact information across platforms effortlessly, eliminating the need for hours of manual copying and pasting. This seamless integration between Maximizer CRM and Xero ensures that every new contact added in Xero automatically creates a corresponding entry in Maximizer, unless there is already a matching entry with the same email in Maximizer.
Maintain accurate and up-to-date contact information across platforms effortlessly, eliminating the need for hours of manual copying and pasting. This seamless integration between Maximizer CRM and Xero ensures that every new contact added in Xero automatically creates a corresponding entry in Maximizer, unless there is already a matching entry with the same email in Maximizer.
- When this happens!
New ContactTriggers when you add a new contact.
TriggerPollingZapier checks for new data every 15 min on the Free plan
- Free forever for core features
- 14 day trial for premium features & apps
OrganizationRequired
Days OverdueRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planTrigger Info
OrganizationRequired
PayRun Status
PayRun Period Start Date
PayRun Period End Date
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOrganizationRequired
Purchase Order Status
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOrganizationRequired
Payment Type
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOrganizationRequired
Status
Change
Contact
Trigger Preference
Copy
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.OrganizationRequired
InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Item CodeRequired
NameRequired
Description
Is SoldRequired
Sales Unit Price
Sales Account
Sales Tax Type
Is PurchasedRequired
Purchase Description
Purchase Unit Price
Purchase Account
Purchase Tax Type
Is TrackedRequired
Inventory Asset Account
Cost of Goods Sold Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Transaction TypeRequired
ContactRequired
Bank AccountRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Contact NameRequired
Account Number
Sales Default Account Code
Purchases Default Account Code
Contact Requirements
Primary Person - First Name
Primary Person - Last Name
Primary Person - Email
Secondary Person - First Name
Secondary Person - Last Name
Secondary Person - Email
Include secondary person in emails sent to contact?
Phone - Country Code
Phone - Area Code
Phone Number
Fax - Country Code
Fax - Area Code
Fax - Number
Mobile - Country Code
Mobile - Area Code
Mobile - Number
Direct Dial - Country Code
Direct Dial - Area Code
Direct Dial - Number
Address Type Of
Address - Attention
Address - Line 1
Address - Line 2
Address - City/Town
Address - State/Region
Address - Postal/Zip Code
Address - Country
Tax Number
Bank Account Number
Groups
Contact Number
Company Number
Payment Terms - Invoice Due (days)
Payment Terms - Type for Sales Invoices
Payment Terms - Bill Due (days)
Payment Terms - Type for Purchase Invoices
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
ContactRequired
Date
Expiry
Quote Number
Reference
Theme
Title
Summary
Currency
Amounts Are
Terms
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Warning Message
Credit Note IDRequired
Allocation IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
OrganizationRequired
First NameRequired
Middle Names
Last NameRequired
Date of BirthRequired
Title
EmailRequired
Gender
Phone Number
Mobile Number
Twitter Username
Job Title
Classification
Termination Date
Termination Reason
Income Type
Employment Type
Status
Copy Employment
Employment Basis
Start Date
Payroll Calendar
Employee Group Name
Is Authorised to Approve Leave
Is Authorised to Approve Timesheets
Super Fund
Employee Number
Copy Tax Declaration
Tax File Number
TFN Exemption Type
Residency Status
Tax Scale Type
Tax Offset Estimated Amount
Upward Variation Tax Withholding Amount
Approved Withholding Variation Percentage
Copy Bank Account
Statement Text
Account Name
BSB Number
Account Number
Remainder
Copy Address
Address Line 1
Address Line 2
City/Suburb
State/Region
Postal Code
Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Contact NameRequired
Email Address
Status
Date
Due Date
Currency
Url
Attachment
Branding Theme
Reference
Line Items Type
Item Code
Description
QuantityRequired
Unit Price
Account
Tax Rate
Tracking
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Document Type
Document ID or NumberRequired
Paid ToRequired
Date
Currency Rate
AmountRequired
Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Contact (supplier)Required
Date
Delivery Date
Order Number
Reference
Theme
Currency
Tax Type
Delivery Address
Attention
Telephone
Delivery Instructions
Attachments
Purchase Order Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
OrganizationRequired
EmployeeRequired
First NameRequired
Middle Names
Last NameRequired
Date of BirthRequired
Title
EmailRequired
Gender
Phone Number
Mobile Number
Twitter Username
Job Title
Classification
Termination Date
Termination Reason
Income Type
Employment Type
Status
Copy Employment
Employment Basis
Start Date
Payroll Calendar
Employee Group Name
Is Authorised to Approve Leave
Is Authorised to Approve Timesheets
Super Fund
Employee Number
Copy Tax Declaration
Tax File Number
TFN Exemption Type
Residency Status
Tax Scale Type
Tax Offset Estimated Amount
Upward Variation Tax Withholding Amount
Approved Withholding Variation Percentage
Copy Bank Account
Statement Text
Account Name
BSB Number
Account Number
Remainder
Copy Address
Address Line 1
Address Line 2
City/Suburb
State/Region
Postal Code
Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Quote IDRequired
Quote Number
Status
ContactRequired
Date
Expiry
Reference
Theme
Title
Summary
Currency
Amounts Are
Terms
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Resource typeRequired
FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Invoice IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Search ByRequired
Contact NameRequired
Account Number
Sales Default Account Code
Purchases Default Account Code
Contact Requirements
Primary Person - First Name
Primary Person - Last Name
Primary Person - Email
Secondary Person - First Name
Secondary Person - Last Name
Secondary Person - Email
Include secondary person in emails sent to contact?
Phone - Country Code
Phone - Area Code
Phone Number
Fax - Country Code
Fax - Area Code
Fax - Number
Mobile - Country Code
Mobile - Area Code
Mobile - Number
Direct Dial - Country Code
Direct Dial - Area Code
Direct Dial - Number
Address Type Of
Address - Attention
Address - Line 1
Address - Line 2
Address - City/Town
Address - State/Region
Address - Postal/Zip Code
Address - Country
Tax Number
Bank Account Number
Groups
Contact Number
Company Number
Payment Terms - Invoice Due (days)
Payment Terms - Type for Sales Invoices
Payment Terms - Bill Due (days)
Payment Terms - Type for Purchase Invoices
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
OrganizationRequired
Status
Type
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOrganizationRequired
Report TypeRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOrganizationRequired
Payment Type
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOrganizationRequired
Project State
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOrganizationRequired
Quote Status
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOrganizationRequired
Status
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.OrganizationRequired
Invoice IDRequired
NoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Credit Note IDRequired
Invoice IDRequired
AmountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
From AccountRequired
To AccountRequired
AmountRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
CodeRequired
NameRequired
TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
TypeRequired
ContactRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Invoice IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Mark Item as a Sales Item?
Mark Item as a Purchase Item?
Item Name
Item CodeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Contact NameRequired
Email Address
Contact Account Number
Primary Person - First Name
Primary Person - Last Name
Phone - Country Code
Phone - Area Code
Phone Number
Fax - Country Code
Fax - Area Code
Fax - Number
Mobile - Country Code
Mobile - Area Code
Mobile - Number
Direct Dial - Country Code
Direct Dial - Area Code
Direct Dial - Number
Contact Address Type
Address - Attention
Address - Line 1
Address - Line 2
Address - City/Town
Address - State/Region
Address - Postal/Zip Code
Address - Country
Contact Tax Number
Bank Account Number
Contact Number
Status
Date
Due Date
Currency
Url
Attachment
Branding Theme
Number
Reference
Sent To Contact
Line Items Type
Item Code
Description
QuantityRequired
Unit Price
Discount %
Discount Amount
Account
Tax Rate
Tracking
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
ContactRequired
Project NameRequired
Deadline for the project
Project Estimate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
ContactRequired
Repeated Invoice Schedule
Invoice Creation: Frequency TypeRequired
Invoice Creation: Frequency (Period)Required
Due Date Type: Payment TermsRequired
Set Due Dates (Days)Required
Start Date: Required
End Date
StatusRequired
Currency
Branding Theme
Reference
Mark as approved for sending?
Email a copy to Sender?
Include PDF
Line Amount Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Purchase OrderRequired
Contact
Update Method for Line Items
Date
Delivery Date
Line Amount Types
Purchase Order Number
Reference
Branding Theme
Currency
Status
Sent to Contact
Delivery Address
Attention To
Telephone
Delivery Instructions
Expected Arrival Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
OrganizationRequired
Invoice IdRequired
Contact
Status
Date
Due Date
Expected Payment Date
Reference
Branding Theme
Url
Currency
Sent To Contact
Attachments
Invoice Number
Line Amount Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Invoice IDRequired
Include PDF File
Include Online Invoice URL
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Contact IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Search ByRequired
Include Online Invoice URL
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Search ByRequired
Mark Item as a Sales Item?
Mark Item as a Purchase Item?
Item Name
Item CodeRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Maximizer CRM
Related categories
About Xero
Related categories
Related Zap Templates
- Create Xero invoices for new Stripe payments
- Create Xero invoices for new WooCommerce orders
- Create Xero invoices for new Shopify paid orders
- Send Gmail messages when new payments are received in Xero
- Create Xero Invoices for new Ticket Tailor orders
- Create Xero invoices from new Jotform entries
- Add new Mailchimp subscribers from new contacts in Xero
- Send Slack channel messages for new payments in Xero
- Get a summary of new payments from Xero delivered to you via Slack daily, weekly or monthly
- Create Xero sales invoices for new Stripe invoices
- Create Xero sales invoices for new eBay orders
- Create Xero invoices from new Google Sheets rows
- Create Xero sales invoices for updated HubSpot deal stages
- Get Slack alert messages for new Xero invoices
- Save new Xero invoices to Google Sheets rows
- Create or update Xero contacts when new ZenMaid contacts are added
- Create sales invoices in Xero from new Teachworks invoices
- Send Xero invoices when new terms are received in Survey Booker
- Create new Xero invoices for new PayPal sales
- Create Xero sales invoices for new Microsoft Excel table rows
- Add rows in Google Sheets from new Xero payments
- Create Xero invoices when new Pipedrive deals reach certain stages
- Create Xero invoices from new Gravity Forms entries
- Create or update Xero contacts for new Stripe customers
- Generate Xero sales invoices when ZenMaid services are updated
- Generate Xama Hub clients from new contacts in Xero
- Add paid proposals from Better Proposals to Xero as invoices
- Create sales invoices in Xero and send by email for new Jotform submissions
- Create Xero invoices from new Salesforce custom objects
- Get a digest of new Xero sales invoices sent to your Gmail on a daily, weekly, or monthly schedule
- Copy new posted invoices from Workbooks CRM to Xero
- Log new Xero bank transactions as Google Sheets rows
- Create sales invoices in Xero for new bookings in Lodgify
- Create Xero invoices from new Skedda bookings
- Create Xero contacts from new eBay orders
- Add new Xero contacts to ActiveCampaign
- Create Airtable records from new sales invoices in Xero
- Send new Ecwid orders to Xero (line item support)
- Manage new and updated Xero contacts by adding or updating subscribers in Mailchimp
- Create sales invoices in Xero for new fieldd invoices
- Create Xero invoices for new Bigcommerce orders
- Create new Pipedrive deals from Xero quotes
- Relay Webhook messages posted to a web server as new Xero invoices
- Create Xero sales invoices from ShipStation orders
- Create sales invoices in Xero for new or updated module entries in Zoho CRM
- Add new Keap Max Classic invoices to Xero as invoices
- Add new FareHarbor bookings to Xero as sales invoices
- Create Xero sales invoices for new TutorBird invoices
- Generate sales invoices in Xero for new Studio Pro debits
- Create items in monday.com for new sales invoices in Xero
- Get a scheduled summary of new payments from Xero delivered to Gmail
- Create sales invoices in Xero from new Google Forms responses
- Add invoices on Xero for new successful ChargeBee charges
- Create new Xero invoices from parsed emails by Zapier
- Create Xero invoices when Qwilr projects are accepted
- Add Giving Stories to Cart in B1G1 for paid Xero invoices
- Finalize invoices in Booqable and create new sales invoices in Xero
- Create Zero sales invoices for new Uplisting bookings
- Create sales invoices in Xero when new quotes are accepted in Quotient
- Create new sales invoices in Xero for new invoices in QuickBooks Online
- Create Xero sales invoices from newly approved documents in Zomentum
- Create new Xero sales invoices for won Proposify proposals
- Create HubSpot deals from new Xero quotes
- Create sales invoices in Xero for new payments in LearnWorlds
- Add new Zoho Forms submissions to Xero as contacts
- Create contacts in touchSMS from when a new contact is added to Xero
- Create or update Xero contacts with new customers from Copilot CRM
- Create sales invoices in Xero for new invitees in Calendly
- Create DocuSign signature requests for new Xero quotes
- Create new Xero quote drafts from Gravity Forms submissions
- Send Xero invoices in Gmail for approval from updated Pipedrive stages
- Create payments in Teachworks from new payments in Xero
- Send emails in Microsoft Outlook for new payments in Xero
- Add new Quaderno invoices to Xero as new invoices
- Create Xero sales invoices for new or updated Guesty reservations
- Create Xero sales invoices for new or updated Hostaway reservations
- Catch new webhooks and create or update contacts in Xero
- Add new Actionstep contacts to Xero
- Create quote drafts in Xero when cards are moved to a list in Trello
- Add new Xero payments as rows in Microsoft Excel for streamlined record-keeping
- Create sales invoices in Xero for new items in monday.com boards
- A new invoice is created on Xero for new transactions on Braintree
- Send sales invoices by email in Xero for new paid orders in Shopify
- Create contacs in Xero when new opportunities reach specified stages in Copper
- Create Airtable records from new Xero payments
- Add rows to Microsoft Excel for new sales invoices in Xero
- Create purchase orders in Xero for new bills, streamlining your accounting process
- Create sales invoices in Xero for new Teachable transactions
- Create bills in Xero for new responses in Google Forms spreadsheet
- Create or update Xero contacts for new WooCommerce orders
- Create Xero sales invoices for new purchases in CheckoutJoy
- Create sales invoices in Xero from new GoCanvas form submissions
- Generate sales invoices in Xero when completed transactions occur in MemberPress
- Create Xero invoices for new recurring payments in CheckoutJoy
- Send an email in Microsoft Outlook when new overdue sales invoices occur in Xero
- Add new rows in Microsoft Excel for each new bill in Xero
- Create Xero invoices from new items in Podio
- Create or update Xero contacts when new customers are added in Shopify
- Update Xero stock items when Shopify products are updated
- Create new Xero payments from processed Parseur documents
Related Zap Templates
- Create Xero invoices for new Stripe payments
- Send Gmail messages when new payments are received in Xero
- Add new Mailchimp subscribers from new contacts in Xero
- Create Xero sales invoices for new Stripe invoices
- Create Xero sales invoices for updated HubSpot deal stages
- Create or update Xero contacts when new ZenMaid contacts are added
- Create new Xero invoices for new PayPal sales
- Create Xero invoices when new Pipedrive deals reach certain stages
- Generate Xero sales invoices when ZenMaid services are updated
- Create sales invoices in Xero and send by email for new Jotform submissions
- Copy new posted invoices from Workbooks CRM to Xero
- Create Xero invoices from new Skedda bookings
- Create Airtable records from new sales invoices in Xero
- Create sales invoices in Xero for new fieldd invoices
- Relay Webhook messages posted to a web server as new Xero invoices
- Add new Keap Max Classic invoices to Xero as invoices
- Generate sales invoices in Xero for new Studio Pro debits
- Create sales invoices in Xero from new Google Forms responses
- Create Xero invoices when Qwilr projects are accepted
- Create Zero sales invoices for new Uplisting bookings
- Create Xero sales invoices from newly approved documents in Zomentum
- Create sales invoices in Xero for new payments in LearnWorlds
- Create or update Xero contacts with new customers from Copilot CRM
- Create new Xero quote drafts from Gravity Forms submissions
- Send emails in Microsoft Outlook for new payments in Xero
- Create Xero sales invoices for new or updated Hostaway reservations
- Create quote drafts in Xero when cards are moved to a list in Trello
- A new invoice is created on Xero for new transactions on Braintree
- Create Airtable records from new Xero payments
- Create sales invoices in Xero for new Teachable transactions
- Create Xero sales invoices for new purchases in CheckoutJoy
- Create Xero invoices for new recurring payments in CheckoutJoy
- Create Xero invoices from new items in Podio
- Create new Xero payments from processed Parseur documents
- Create Xero invoices for new WooCommerce orders
- Create Xero Invoices for new Ticket Tailor orders
- Send Slack channel messages for new payments in Xero
- Create Xero sales invoices for new eBay orders
- Get Slack alert messages for new Xero invoices
- Create sales invoices in Xero from new Teachworks invoices
- Create Xero sales invoices for new Microsoft Excel table rows
- Create Xero invoices from new Gravity Forms entries
- Generate Xama Hub clients from new contacts in Xero
- Create Xero invoices from new Salesforce custom objects
- Log new Xero bank transactions as Google Sheets rows
- Create Xero contacts from new eBay orders
- Send new Ecwid orders to Xero (line item support)
- Create Xero invoices for new Bigcommerce orders
- Create Xero sales invoices from ShipStation orders
- Add new FareHarbor bookings to Xero as sales invoices
- Create items in monday.com for new sales invoices in Xero
- Add invoices on Xero for new successful ChargeBee charges
- Add Giving Stories to Cart in B1G1 for paid Xero invoices
- Create sales invoices in Xero when new quotes are accepted in Quotient
- Create new Xero sales invoices for won Proposify proposals
- Add new Zoho Forms submissions to Xero as contacts
- Create sales invoices in Xero for new invitees in Calendly
- Send Xero invoices in Gmail for approval from updated Pipedrive stages
- Add new Quaderno invoices to Xero as new invoices
- Catch new webhooks and create or update contacts in Xero
- Add new Xero payments as rows in Microsoft Excel for streamlined record-keeping
- Send sales invoices by email in Xero for new paid orders in Shopify
- Add rows to Microsoft Excel for new sales invoices in Xero
- Create bills in Xero for new responses in Google Forms spreadsheet
- Create sales invoices in Xero from new GoCanvas form submissions
- Send an email in Microsoft Outlook when new overdue sales invoices occur in Xero
- Create or update Xero contacts when new customers are added in Shopify
- Create Xero invoices for new Shopify paid orders
- Create Xero invoices from new Jotform entries
- Get a summary of new payments from Xero delivered to you via Slack daily, weekly or monthly
- Create Xero invoices from new Google Sheets rows
- Save new Xero invoices to Google Sheets rows
- Send Xero invoices when new terms are received in Survey Booker
- Add rows in Google Sheets from new Xero payments
- Create or update Xero contacts for new Stripe customers
- Add paid proposals from Better Proposals to Xero as invoices
- Get a digest of new Xero sales invoices sent to your Gmail on a daily, weekly, or monthly schedule
- Create sales invoices in Xero for new bookings in Lodgify
- Add new Xero contacts to ActiveCampaign
- Manage new and updated Xero contacts by adding or updating subscribers in Mailchimp
- Create new Pipedrive deals from Xero quotes
- Create sales invoices in Xero for new or updated module entries in Zoho CRM
- Create Xero sales invoices for new TutorBird invoices
- Get a scheduled summary of new payments from Xero delivered to Gmail
- Create new Xero invoices from parsed emails by Zapier
- Finalize invoices in Booqable and create new sales invoices in Xero
- Create new sales invoices in Xero for new invoices in QuickBooks Online
- Create HubSpot deals from new Xero quotes
- Create contacts in touchSMS from when a new contact is added to Xero
- Create DocuSign signature requests for new Xero quotes
- Create payments in Teachworks from new payments in Xero
- Create Xero sales invoices for new or updated Guesty reservations
- Add new Actionstep contacts to Xero
- Create sales invoices in Xero for new items in monday.com boards
- Create contacs in Xero when new opportunities reach specified stages in Copper
- Create purchase orders in Xero for new bills, streamlining your accounting process
- Create or update Xero contacts for new WooCommerce orders
- Generate sales invoices in Xero when completed transactions occur in MemberPress
- Add new rows in Microsoft Excel for each new bill in Xero
- Update Xero stock items when Shopify products are updated