Xledger + Zoho CRM

Update Zoho CRM with newly-reconciled customer invoices in Xledger

This Zap triggers when new invoices get payed and reconciled in XLedger, automatically updating the module of your choosing in your Zoho CRM account. Set up this integration to save yourself from tedious manual updates.

When this happens...
Newly Reconciled Customer Invoices
Triggers when a customer invoice is reconciled and its remaining amount is zero.
TriggerPolling
automatically do this!
Update Module Entry
Update existing entry in the selected module
ActionWrite

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Supported triggers and actions

- Number of Records
Trigger
Polling
Try It
- Number of Records
Trigger
Polling
Try It
- Number of Records
Trigger
Polling
Try It
- Number of Records
Trigger
Polling
Try It
- Number of Records
Trigger
Polling
Try It

- AccountRequired
- Pay methodRequired
- Posted Date
- Text
- Amount
- Fee
- CurrencyRequired
- Bank AccountRequired
- Detail AmountRequired
- Detail Text
- Detail DonorRequired
- Detail ProjectRequired
- Detail External Identifier
Action
Write
- CodeRequired
- First NameRequired
- Last NameRequired
- EmailRequired
- Start Date
- Street AddressRequired
- Zip CodeRequired
- PlaceRequired
- Phone
Action
Write

- Voucher NumberRequired
- Transaction SourceRequired
- AccountRequired
- Voucher DateRequired
- TextRequired
- AmountRequired
- CurrencyRequired
- Ext Identifier
- Tax Rule
- Bank Account
- Job Level
- GL Object 1 Code
- GL Object 2 Code
- GL Object 3 Code
- GL Object 4 Code
- GL Object 5 Code
- XGL
Action
Write
- Company CodeRequired
- Company DescriptionRequired
- Company Number
- Company Email
- Company Street Address
- Company Zip Code
- Company Place
- Company Country
- Company Phone
- Customer CodeRequired
- Customer DescriptionRequired
- Email
- Name
- Street AddressRequired
- Zip CodeRequired
- PlaceRequired
- CountryRequired
- Phone
Action
Write
- CodeRequired
- Email
- Description
- Name
- Street AddressRequired
- Zip CodeRequired
- PlaceRequired
- Phone
Action
Write
- CodeRequired
- DescriptionRequired
- Email
- Name
- Street AddressRequired
- Zip CodeRequired
- PlaceRequired
- Phone
Action
Write
- Supplier CodeRequired
- CurrencyRequired
- External Order Reference
Action
Write
- Customer CodeRequired
- CurrencyRequired
- External Order Reference
Action
Write
- CodeRequired
Action
Write
New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
- ModuleRequired
Trigger
Instant
Try It
New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
Try It
- ModuleRequired
- Entry IDRequired
- File name
- Attchment FileRequired
Action
Write
- LeadRequired
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
- Move Attachments to
- Create a new deal
- Contact Tags
- Account Tags
- Deal Tags
Action
Write
- ModuleRequired
- LayoutRequired
- Entry IDRequired
- Trigger
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
- LayoutRequired
- Trigger
Action
Search or write

- Number of Records
Trigger
Polling
Try It
- Number of Records
Trigger
Polling
Try It
- Number of Records
Trigger
Polling
Try It
- Number of Records
Trigger
Polling
Try It
- External Identifier
- Number of Records
Trigger
Polling
Try It
- Voucher NumberRequired
- Transaction SourceRequired
- Credit AccountRequired
- Debit AccountRequired
- Voucher DateRequired
- Due Date
- Invoice Number
- TextRequired
- AmountRequired
- CurrencyRequired
- Ext Identifier
- Credit Tax Rule
- Debit Tax Rule
- Credit Subledger Code
- Debit Subledger Code
- Credit Bank Account
- Debit Bank Account
- Job Level
- Workflow
- CR GL Object 1 Code
- DR GL Object 1 Code
- CR GL Object 2 Code
- DR GL Object 2 Code
- CR XGL
- DR XGL
Action
Write
- DateRequired
- Employee CodeRequired
- Expense TypeRequired
- Account DescriptionRequired
- AmountRequired
- Text
- GL Object 1 Code
- GL Object 2 Code
- XGL
- ApprovedRequired
- Ready For ApprovalRequired
Action
Write
- Invoice DateRequired
- Order Number
- Transaction DateRequired
- CustomerRequired
- ProductRequired
- Text
- QuantityRequired
- Unit PriceRequired
- Tax Rule
- CurrencyRequired
- GL Object 1 Code
- GL Object 2 Code
- GL Object 3 Code
- GL Object 4 Code
- GL Object 5 Code
- XGL
- ApprovedRequired
- Warehouse
- Location
- External Identifier
- External Order Number
- Job Level
Action
Write
- CodeRequired
- DescriptionRequired
- Email
- Name
- Street AddressRequired
- Zip CodeRequired
- PlaceRequired
- Phone
Action
Write
- CodeRequired
- DescriptionRequired
- Start DateRequired
- BillableRequired
- Timesheet EntryRequired
- Fund ProjectRequired
- GL Object 1 Code
- GL Object 2 Code
- GL Object 3 Code
- GL Object 4 Code
- GL Object 5 Code
- XGL
Action
Write
- PO HeaderRequired
- Text
- QuantityRequired
- Unit PriceRequired
- Product CodeRequired
- Tax Rule
- Received QuantityRequired
- GL Object 1 Code
- GL Object 2 Code
- GL Object 3 Code
- GL Object 4 Code
- GL Object 5 Code
- XGL
Action
Write
- SO HeaderRequired
- Text
- QuantityRequired
- Unit PriceRequired
- Product CodeRequired
- Tax RuleRequired
- GL Object 1 Code
- GL Object 2 Code
- GL Object 3 Code
- GL Object 4 Code
- GL Object 5 Code
Action
Write
- EmployeeRequired
- ProjectRequired
- ActivityRequired
- DateRequired
- Text
- Working Hours
- Invoice Hours
- Time TypeRequired
Action
Write
- PO HeaderRequired
Action
Write
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
- Entry IDRequired
- TagsRequired
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
Action
Write
- ModuleRequired
- Entry IDRequired
- Related ModuleRequired
- Related Entry IDRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search

About Xledger

Xledger is cloud based accounting platform. It leverages automation to save users time and use complex worflows.

Related categories

Accounting

About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.

Learn more

Related categories

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Xledger + Zoho CRM

Update Zoho CRM with newly-reconciled customer invoices in Xledger

Newly Modified AP Transactions.

Newly Modified Customers

Newly Modified Journal Entries

Newly Modified Purchase Orders

Newly Modified Timesheets

Create Donation Deposit

Create Employee

Create GL Import Item

Create or Update Company and Customer

Create or Update Donor

Create or Update Supplier

Create Purchase Order Header

Create Sales Order Header

Get Supplier by Code

New Contact

New Module Entry

New or Updated Lead

New User

Add Attachment

Convert Lead

Update Module Entry

Create/Update Module Entry

Find Module Entry

Create Module Entry

Newly Modified AR Transactions.

Newly Modified Donors

Newly Modified Projects

Newly Modified Suppliers

Newly Reconciled Customer Invoices

Create Double Entry GL Item

Create Expense Detail

Create Invoice Base Line

Create or Update Customer

Create or Update a Project

Create Purchase Order Detail

Create Sales Order Detail

Create Timesheet Entry

Update Purchase Order Status

New Lead

New or Updated Contact

New/Updated Module Entry

Updated Module Entry

Add Tag

Create Module Entry

Update Related Module Entry

API Request (Beta)

Find Module Entries

About Xledger

Related categories

About Zoho CRM

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Zapier Interfaces