Receive new payment in Xero, find invoice, and update status in Microsoft Dynamics 365 CRM
Receive new payment in Xero, find invoice, and update status in Microsoft Dynamics 365 CRM
Update your invoices in Microsoft Dynamics 365 CRM when a new payment is received in Xero. This ensures accurate financial records and improves your cash flow management.
Workflow preview:
Zap details:
Overview
Update your invoices in Microsoft Dynamics 365 CRM when a new payment is received in Xero. This ensures accurate financial records and improves your cash flow management.