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Agile CRM + Xero Integrations

Appy Pie Connect allows you to automate multiple workflows between Agile CRM and Xero

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Agile CRM

Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.

About Xero

Xero is a cloud-based accounting software platform for businesses from all sizes. It connects businesses with their bank, accounting tools, their accountant, payment services and third-party apps, so everything is securely available at any time, on any device.

Xero Integrations

Best ways to Integrate Agile CRM + Xero

  • Agile CRM Xero

    Agile CRM + Xero

    Create Sales Invoice to Xero from New Ticket in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    Xero Create Sales Invoice
  • Agile CRM Xero

    Agile CRM + Xero

    Create Bill to Xero from New Ticket in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    Xero Create Bill
  • Agile CRM Xero

    Agile CRM + Xero

    Create Purchase Order to Xero from New Ticket in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    Xero Create Purchase Order
  • Agile CRM Xero

    Agile CRM + Xero

    Create/Update Contact to Xero from New Ticket in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    Xero Create/Update Contact
  • Agile CRM Xero

    Agile CRM + Xero

    Create Payment to Xero from New Ticket in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    Xero Create Payment
  • Agile CRM {{item.actionAppName}}

    Agile CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Agile CRM + Xero in easier way

It's easy to connect Agile CRM + Xero without coding knowledge. Start creating your own business flow.

    Triggers
  • Changed Deal Milestone

    Triggers when a Deal reaches a specific milestone.

  • Changing Any Deal Milestone

    Triggers when changes are made in any deal milestone.

  • New Contact

    Triggers when a new contact is added.

  • New Deal

    Triggers when a new Deal is added.

  • New Event

    Triggers when a new event is created.

  • New Tag to Contact

    Triggers whenever a tag is added to contact in AgileCRM.

  • New Task

    Triggers whenever a new task is added.

  • New Ticket

    Triggers upon an addition of a new ticket in Agile CRM.

  • New Bill

    Triggered when you add a new bill. (Accounts Payable)

  • New Contact

    Triggered when you add a new contact.

  • New Payment

    Triggered when you receive a new payment.

  • New Quote

    Triggered when a new quote is created.

  • New Sales Invoice

    Triggered when you add a new sales invoice. (Accounts Receivable)

    Actions
  • Add Event

    Create an event in Agile CRM.

  • Add Note

    Add a note to a specific contact.

  • Add Score to Contact

    Add Score to a Contact in the Agile CRM.

  • Add Tag to Contact

    Add Tag to a Contact.

  • Add to Campaign

    Subscribe to a Campaign.

  • Create Company

    Create a New Company.

  • Create Contact

    Creates a New Contact.

  • Create Deal

    Add a deal in the Agile CRM.

  • Create Task

    Create a Task for the Contact.

  • Create Ticket

    Generates Ticket in the Agile CRM.

  • Create or Update Contact

    Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.

  • Update Company

    Update a Company.

  • Create Bank Transfer

    Transfers money between two bank accounts.

  • Create Bill

    Creates a new bill (Accounts Payable).

  • Create Credit Note

    Creates a new credit note for a contact.

  • Create New Quote Draft

    Creates a new quote draft.

  • Create Payment

    Applies a payment to an invoice.

  • Create Purchase Order

    Creates a new purchase order for a contact.

  • Create Sales Invoice

    Creates a new sales invoice (Accounts Receivable).

  • Create/Update Contact

    Creates a new contact or updates a contact if a contact already exists.

  • Create/Update Item (Product)

    Creates a new item or updates a item if a product already exists.

How Agile CRM & Xero Integrations Work

  1. Step 1: Choose Agile CRM as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Xero as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Agile CRM to Xero.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Agile CRM and Xero

Agile CRM and Xero are two of the most popular accounting software systems in the world today. Both of these products have been developed from a customer's perspective, ensuring that their needs are met. Agile CRM is the perfect solution for any business that requires an integrated all-in-one business management system, in which the customers get to play a major role in defining its requirements and how it should perform. On the other hand, Xero is one of the leading cloud-based accounting applications that is extremely easy to use.

Integration of Agile CRM and Xero has been engineered to provide the perfect union between these two software packages. This allows customers to have a seamless experience when managing their businesses. For example, users can create invoices directly from the Agile CRM screen. They can also create contacts directly from the Xero screen and save them to the Agile CRM contact list. The integration is also capable of transferring data between the two systems automatically, which ensures that customer records are always kept up to date.

Benefits of Integration of Agile CRM and Xero include:

The integration of Agile CRM and Xero allows the user to benefit from better functionality and increased efficiency. This means that a company will be able to achieve greater success in its operations.

The process to integrate Agile CRM and Xero may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick solution to help you automate your workflows. Click on the button below to begin.