Xero + Zoho Projects

Create new Zoho Projects from new Xero quotes

Streamline your accounting and project management process with this seamless workflow. Once a new quote is produced in Xero, a corresponding project is instantly created in Zoho Projects. This not only eliminates the manual cross-entries but also maintains consistency between your financial and project planning data. Boost your productivity by letting this automation handle the routine tasks between Xero and Zoho Projects.

Streamline your accounting and project management process with this seamless workflow. Once a new quote is produced in Xero, a corresponding project is instantly created in Zoho Projects. This not only eliminates the manual cross-entries but also maintains consistency between your financial and project planning data. Boost your productivity by letting this automation handle the routine tasks between Xero and Zoho Projects.

  1. When this happens...
    XeroXero
    New Quote

    Triggers when a new quote is created.

    TriggerPolling
  2. automatically do this!
    Zoho ProjectsZoho Projects
    Create Project

    Creates a new Project.

    ActionWrite
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Supported triggers and actions

    • OrganizationRequired

    • Status

    Trigger
    Polling
    Try It
    • OrganizationRequired

    • Status

    • Type

    Trigger
    Polling
    Try It
    • OrganizationRequired

    • Report TypeRequired

    Trigger
    Polling
    Try It
    • OrganizationRequired

    • Payment Type

    Trigger
    Polling
    Try It
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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zoho-projects logo
zoho-projects logo

About Zoho Projects

Zoho Projects is an online project management app that helps you plan your work and keep track of your progress. It also lets the people in the project communicate easily, discuss ideas, and stay updated. This lets you deliver quality results on time.
Learn more

Related categories

  • Project Management
  • Zoho

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