New invoices in xero — Contacts in Agile CRM

The scenario catches new invoices in xero and creates contacts in Agile CRM. Runs on its own, no manual copying.

  • The client from every xero invoice is added to Agile CRM automatically
  • The base grows with every invoice, no separate entry
  • Document details carry over without typos
Xero
Add it to your accountScriptera

How it works

To create Xero records from Agile CRM without manual input, use a ready-made scenario.

  1. Starts when: Schedule
  2. Then: Xero
  3. Then: Active Campaign

You can launch this Agile CRM + Xero integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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