Xero + Zoho CRM

Update Zoho CRM contacts with new invoice details from Xero

Ensure your CRM is always up-to-date with the latest billing information by updating Zoho CRM contacts whenever a new invoice is created in Xero. This is invaluable for sales and accounting teams who need synchronized and accurate customer data.

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New Xero Invoice

Triggers when a new invoice is created in Xero.

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Update Zoho Contact

Updates CRM contacts with new invoice details.

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Update Zoho CRM contacts with new invoice details from Xero"

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Update Zoho CRM contacts with new invoice details from Xero

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.

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Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Xero + Zoho CRM.

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Create Xero Inventory Item

Creates a new inventory item in Xero

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Create Xero Contact

Creates a new contact in Xero

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Search Xero Inventory

Searches for inventory items in Xero

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Low Quantity Xero Item

Triggers when inventory items fall below a specified threshold

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Create Zoho CRM Task

Creates a new task in Zoho CRM

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Update Zoho CRM Task

Updates an existing task in Zoho CRM

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Get Zoho CRM Task

Retrieves details of a specific task from Zoho CRM

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Create Zoho CRM Deal

Creates a new deal in Zoho CRM

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Update Zoho CRM Deal

Updates an existing deal in Zoho CRM

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Get Zoho CRM Deal

Retrieves details of a specific deal from Zoho CRM

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Create Zoho CRM Contact

Creates a new contact in Zoho CRM

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Update Zoho CRM Contact

Updates an existing contact in Zoho CRM

App details

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Xero

Xero is a cloud-based accounting software platform for small and medium-sized businesses. Automate invoicing, bank reconciliation, bookkeeping, and more.

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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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