Xero + Zoho CRM
Add new Zoho CRM deals to Xero as draft invoices
Keep your billing system in sync with your sales activities by creating draft invoices in Xero for each new deal added in Zoho CRM. This is beneficial for sales teams and account managers who want to expedite the invoicing process once a deal is finalized.
New Zoho Deal
Triggers when a new deal is added in Zoho CRM.
Create Draft Invoice
Creates a draft invoice in Xero for the new deal.
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How to use DryMerge
Ask for what you want.
Tell DryMerge what you want to automate using plain English. For example, "Add new Zoho CRM deals to Xero as draft invoices"
Add new Zoho CRM deals to Xero as draft invoices
DryMerge figures out the details.
Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.
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+ Your workflow is ready to go!
Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.
Frequently Asked Questions
Our Capabilities
See what DryMerge can do with Xero + Zoho CRM.
Create Xero Inventory Item
Creates a new inventory item in Xero
Create Xero Contact
Creates a new contact in Xero
Search Xero Inventory
Searches for inventory items in Xero
Low Quantity Xero Item
Triggers when inventory items fall below a specified threshold
Create Zoho CRM Task
Creates a new task in Zoho CRM
Update Zoho CRM Task
Updates an existing task in Zoho CRM
Get Zoho CRM Task
Retrieves details of a specific task from Zoho CRM
Create Zoho CRM Deal
Creates a new deal in Zoho CRM
Update Zoho CRM Deal
Updates an existing deal in Zoho CRM
Get Zoho CRM Deal
Retrieves details of a specific deal from Zoho CRM
Create Zoho CRM Contact
Creates a new contact in Zoho CRM
Update Zoho CRM Contact
Updates an existing contact in Zoho CRM
App details
Xero
Xero is a cloud-based accounting software platform for small and medium-sized businesses. Automate invoicing, bank reconciliation, bookkeeping, and more.
Zoho CRM
Zoho CRM is a web-based business tool for customer relationship management. Manage your organization's sales, marketing, customer support, and inventory in a single system.
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