Integrate Capsule CRM with Xero
Send information between Capsule CRM and Xero automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Capsule CRM and Xero using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Case
Triggers when a new case is created
New User
Triggers when a new user is added
New Task
Triggers when a new open task is created
New Person
Triggers when a new person is created on Capsule CRM
New Organization
Triggers when a new organization is created
New Opportunity
Triggers when a new opportunity is created
Contact created or updated
Triggers when a new contact is created or details of an existing contact are updated
Contact created
Triggers when a new contact is created
Quote created
Triggers when a new quote is created
Payment created
Triggers when a new payment is created
Invoice created or updated
Triggers when a new sales invoice or purchase bill is created or details of an existing one are updated
Payment created or updated
Triggers when a new payment is created or details of an existing payment are updated
Credit note created
Triggers when a new credit note is created
Bank transaction created or updated
Triggers when a new transaction is created or details of an existing transaction are updated
Purchase order created or updated
Triggers when a new purchase order is created or details of an existing purchase order are updated
Invoice created
Triggers when a new invoice is created
Quote created or updated
Triggers when a new quote is created or details of an existing quote are updated
Bank transaction created
Triggers when a new bank transaction is created
Credit note created or updated
Triggers when a new credit note is created or details of an existing credit note are updated
Purchase order created
Triggers when a new purchase order is created
All Actions - Actions are the automated tasks
Create Opportunity
Creates a new opportunity
Create Task
Creates a new task
Create Case
Creates a new case
Create Person
Creates a new person on Capsule CRM
Find person
Finds the details of the specified person by ID
Create or update invoice
Create a new invoice or update an existing one using the invoice number
Create bank transaction
Creates a new bank transaction
Create or update quote
Create a new quote or update an existing one using the quote number
Create project
Creates a new project
Create contact
Creates a new contact
Create or update purchase order
Create a new purchase order or update an existing one using the purchase order number
Create or update credit note
Creates a new credit note or update an existing credit note using credit note number
Allocate credit note to invoice
Applies a credit note to an invoice to reduce its outstanding balance
Update invoice
Updates the details of an invoice
Update quote
Updates the details of a quote
Update purchase order
Updates the details of a purchase order
Update contact
Updates the details of an existing contact
Fetch bank transaction
Fetches the details of a bank transaction
Fetch purchase order
Fetches the details of an existing purchase order
Fetch account
Fetches the details of an existing account
Fetch contact
Fetches the details of an existing contact
Fetch bank account
Fetches the details of an existing bank account
Fetch invoice
Fetches the details of an existing invoice
Fetch quote
Fetches the details of an existing quote
Fetch project
Fetches the details of an existing product
What is Capsule CRM?
Similar apps
What is Xero?
Xero is a cloud-native accounting application built to support the financial operations of small and medium-sized enterprises (SMEs). It offers a centralized platform for managing real-time financial data, automating accounting processes, and integrating seamlessly with third-party business tools.
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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