Agile CRM + Google Drive + Xero Integrations

How to connect Agile CRM + Google Drive + Xero

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Do even more with Agile CRM + Google Drive + Xero

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Agile CRM, Google Drive, and Xero. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

- Track / MilestoneRequired
Trigger
Scheduled
Try It
New Case
Triggers when a new case is added in Agile CRM.
Trigger
Scheduled
Try It
New Deal
Triggers when a new Deal is added in AgileCRM.
Trigger
Scheduled
Try It
- Ticket FilterRequired
Trigger
Scheduled
Try It
- Tag NameRequired
Trigger
Scheduled
Try It

- Contact EmailRequired
- Subject of NoteRequired
- DescriptionRequired
Action
Write
- Contact EmailRequired
- TagsRequired
Action
Write

- First NameRequired
- Last Name
- EmailRequired
- If Duplicate Found
- Phone
- Tag
- Company
- Add Address
- City
- State
- Zip Code
- Country
- Website
Action
Write
- NameRequired
- PriorityRequired
- OwnerRequired
- Start TimeRequired
- End TimeRequired
Action
Write
- SubjectRequired
- Task TypeRequired
- PriorityRequired
- Owner
- Email
- Due Date
Action
Write
- Drive
Trigger
Scheduled
Try It
- Drive
- Folder
Trigger
Scheduled
Try It
- FileRequired
- Convert to Document?
- File Name
- Drive
- Folder
Action
Write
- Drive
- Parent Folder
- Folder NameRequired
Action
Write
- Drive
- Folder
- File NameRequired
- File ContentRequired
- Convert to Document?
Action
Write
- Drive
- File IdRequired
- Sharing PreferenceRequired
- Organization Domain
Action
Write
- Drive
- Folder
- File to Replace
- File/Folder Name
- Rename Folder?
- Extension Copy
Action
Write
Retrieve Files from Google Drive
This action sends a GET request to the Google Drive API to retrieve a list of files based on specific query parameters.
Action
Write
- Drive
- File or Folder IDRequired
Action
Search
- Info
- Filename
- Search Type
- Drive
- Folder
- File Types
- Maximum Number of Results
Action
Search
- FilenameRequired
- Search Type
- Drive
- Folder
- File Types
- FileRequired
- Convert to Document?
- File Name
- File Extension
- Idempotency Key
Action
Search or write
- OrganizationRequired
Trigger
Scheduled
Try It
- OrganizationRequired
Trigger
Scheduled
Try It
- OrganizationRequired
- Payment Type
Trigger
Scheduled
Try It
- OrganizationRequired
- Purchase Order Status
Trigger
Scheduled
Try It
- OrganizationRequired
- Payment Type
Trigger
Scheduled
Try It
- OrganizationRequired
Trigger
Scheduled
Try It
- OrganizationRequired
Trigger
Scheduled
Try It
- OrganizationRequired
- Invoice IDRequired
- NoteRequired
Action
Write
- OrganizationRequired
- Transaction TypeRequired
- ContactRequired
- Bank AccountRequired
- Date
Action
Write
- OrganizationRequired
- Contact NameRequired
- Account Number
- Contact Requirements
- Primary Person - First Name
- Primary Person - Last Name
- Primary Person - Email
- Secondary Person - First Name
- Secondary Person - Last Name
- Secondary Person - Email
- Include secondary person in emails sent to contact?
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Address Type Of
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Tax Number
- Bank Account Number
- Groups
- Contact Number
- Company Number
- Payment Terms - Invoice Due (days)
- Payment Terms - Type for Sales Invoices
- Payment Terms - Bill Due (days)
- Payment Terms - Type for Purchase Invoices
Action
Write
- OrganizationRequired
- TypeRequired
- ContactRequired
- Date
Action
Write
- OrganizationRequired
- Mark Item as a Sales Item?
- Mark Item as a Purchase Item?
- Item Name
- Item CodeRequired
Action
Write
- OrganizationRequired
- Contact NameRequired
- Email Address
- Contact Account Number
- Primary Person - First Name
- Primary Person - Last Name
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Contact Address Type
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Contact Tax Number
- Bank Account Number
- Contact Number
- Status
- Date
- Due Date
- Currency
- Url
- Attachment
- Branding Theme
- Number
- Reference
- Sent To Contact
- Line Items Type
- Item Code
- Description
- QuantityRequired
- Unit Price
- Discount %
- Discount Amount
- Account
- Tax Rate
- Tracking
Action
Write
- OrganizationRequired
- ContactRequired
- Project NameRequired
- Deadline for the project
- Project Estimate
Action
Write
- OrganizationRequired
- ContactRequired
- Repeated Invoice Schedule
- Invoice Creation: Frequency TypeRequired
- Invoice Creation: Frequency (Period)Required
- Due Date Type: Payment TermsRequired
- Set Due Dates (Days)Required
- Start Date: Required
- End Date
- StatusRequired
- Currency
- Branding Theme
- Reference
- Mark as approved for sending?
- Email a copy to Sender?
- Include PDF
- Line Amount Types
Action
Write
- Info
- OrganizationRequired
- Invoice IdRequired
- Contact
- Status
- Date
- Due Date
- Expected Payment Date
- Reference
- Branding Theme
- Url
- Currency
- Sent To Contact
- Attachments
- Invoice Number
- Line Amount Types
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- OrganizationRequired
Action
Search
- OrganizationRequired
- Invoice IDRequired
Action
Search
- OrganizationRequired
- Search ByRequired
- Contact NameRequired
- Account Number
- Contact Requirements
- Primary Person - First Name
- Primary Person - Last Name
- Primary Person - Email
- Secondary Person - First Name
- Secondary Person - Last Name
- Secondary Person - Email
- Include secondary person in emails sent to contact?
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Address Type Of
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Tax Number
- Bank Account Number
- Groups
- Contact Number
- Company Number
- Payment Terms - Invoice Due (days)
- Payment Terms - Type for Sales Invoices
- Payment Terms - Bill Due (days)
- Payment Terms - Type for Purchase Invoices
Action
Search or write

Changing Any Deal Milestone
Changing any milestone in Agile CRM should be triggered.
Trigger
Instant
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New Contact
Triggers when a new contact is add in AgileCRM.
Trigger
Scheduled
Try It
New Event
Triggers when a new event is created in Agile CRM.
Trigger
Scheduled
Try It
New Task
Triggers when a new task is added in the Agile CRM.
Trigger
Scheduled
Try It
- CampaignRequired
- Subscriber EmailRequired
Action
Write
- Contact EmailRequired
- Score to Be AddedRequired
Action
Write
- Company NameRequired
- Company URL
Action
Write
- NameRequired
- Owner
- Probability (%)
- ValueRequired
- Track
- Milestone
- Related To
- Close Date
- Description
- Deal Source
Action
Write
- EmailRequired
- SubjectRequired
- Cc
- PriorityRequired
- Status
- AssigneeRequired
- MessageRequired
Action
Write
- EmailRequired
- First Name
- Last Name
- Company
- Phone
- Tags
- Add Address
- City
- State
- Zip Code
- Country
- Create New Contact
- Website
Action
Write
- Drive
- Folder
- Include Deleted Files?
Trigger
Scheduled
Try It
- Drive
- Folder
- Include Deleted
Trigger
Scheduled
Try It
- Drive
- Folder
- FileRequired
- Convert to Document?
- File Name
- File Extension
- Idempotency Key
Action
Write
- FileRequired
- Drive
- FolderRequired
Action
Write
- Drive
- Folder
- File to ReplaceRequired
- FileRequired
- Convert to Document?
- File Name
- File Extension
- Idempotency Key
Action
Write
- FileRequired
- Drive
- Folder
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Delete File
This action will delete a file in Google Drive. You will need to provide the file ID.
Action
Write
- FilenameRequired
- Search Type
- Drive
- Folder
- File Types
Action
Search
- Folder NameRequired
- Search Type
- Drive
- Parent Folder
Action
Search
- Folder NameRequired
- Search Type
- Drive
- Parent Folder
Action
Search or write
- OrganizationRequired
- Status
Trigger
Scheduled
Try It
- OrganizationRequired
- Status
- Type
Trigger
Scheduled
Try It
- OrganizationRequired
- Project State
Trigger
Scheduled
Try It
- OrganizationRequired
- Quote Status
Trigger
Scheduled
Try It
- OrganizationRequired
- Status
Trigger
Instant
Try It
- OrganizationRequired
- Status
- Change
- Contact
- Trigger Preference
- Copy
Trigger
Instant
Try It
- OrganizationRequired
- InvoiceRequired
Action
Write
- OrganizationRequired
- Credit Note IDRequired
- Invoice IDRequired
- AmountRequired
Action
Write
- OrganizationRequired
- From AccountRequired
- To AccountRequired
- AmountRequired
- Date
Action
Write
- OrganizationRequired
- ContactRequired
- Date
- Expiry
- Quote Number
- Reference
- Theme
- Title
- Summary
- Currency
- Amounts Are
- Terms
Action
Write
- OrganizationRequired
- Invoice IDRequired
Action
Write
- OrganizationRequired
- Contact NameRequired
- Email Address
- Status
- Date
- Due Date
- Currency
- Url
- Attachment
- Branding Theme
- Reference
- Line Items Type
- Item Code
- Description
- QuantityRequired
- Unit Price
- Account
- Tax Rate
- Tracking
Action
Write
- OrganizationRequired
- Document Type
- Document ID or NumberRequired
- Paid ToRequired
- Date
- Currency Rate
- AmountRequired
- Reference
Action
Write
- OrganizationRequired
- Contact (supplier)Required
- Date
- Delivery Date
- Order Number
- Reference
- Theme
- Currency
- Tax Type
- Delivery Address
- Attention
- Telephone
- Delivery Instructions
- Attachments
- Purchase Order Status
Action
Write
- OrganizationRequired
- Purchase OrderRequired
- Contact
- Update Method for Line Items
- Date
- Delivery Date
- Line Amount Types
- Purchase Order Number
- Reference
- Branding Theme
- Currency
- Status
- Sent to Contact
- Delivery Address
- Attention To
- Telephone
- Delivery Instructions
- Expected Arrival Date
Action
Write
- OrganizationRequired
- Resource typeRequired
- FileRequired
Action
Write
- OrganizationRequired
- Search ByRequired
Action
Search
- OrganizationRequired
- Search ByRequired
Action
Search
- OrganizationRequired
- Search ByRequired
Action
Search
- OrganizationRequired
- Search ByRequired
- Mark Item as a Sales Item?
- Mark Item as a Purchase Item?
- Item Name
- Item CodeRequired
Action
Search or write

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How Agile CRM + Google Drive + Xero Integrations Work

Step 1: Authenticate Agile CRM, Google Drive, and Xero.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Agile CRM + Google Drive + Xero

About Agile CRM

Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.

Related categories

CRM (Customer Relationship Management)

Similar apps

About Google Drive

Google Drive is Google's file sync app that lets you store all of your files online alongside your Google Docs documents, and keep them synced with all of your devices.

Learn more Help

Related categories

Similar apps

About Xero

Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.

Learn more Help

Related categories

Accounting

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How to connect Agile CRM + Google Drive + Xero

Do even more with Agile CRM + Google Drive + Xero

Changed Deal Milestone

New Case

New Deal

New Ticket

New Tag to Contact

Add Note

Add Tag to Contact

Create Contact

Add Event

Create Task

New File

New Folder

Copy File

Create Folder

Create File From Text

Add File Sharing Preference

Update File/Folder Name

Retrieve Files from Google Drive

Retrieve File or Folder by ID

Find Multiple Files

Find or Create File

New Bank Transaction

New Contact

New Payment

New Purchase Order

New Reconciled Payment

New or Updated Contact

Updated Quote

Add Note to Invoice

Create Bank Transaction

Create/Update Contact

Create Credit Note

Create Inventory Item

Create Sales Invoice

Create Project

Create Repeating Sales Invoice

Update Sales Invoice

API Request (Beta)

Find Purchase Order

Get Invoice History

Find or Create Contact

Changing Any Deal Milestone

New Contact

New Event

New Task

Add to Campaign

Add Score to Contact

Create Company

Create Deal

Create Ticket

Create or Update Contact

New File in Folder

Updated File

Upload File

Move File

Replace File

Create Shortcut

API Request (Beta)

Delete File

Find a File

Find a Folder

Find or Create Folder

New Bill

New Credit Note

New Project

New Quote

New Sales Invoice

Updated Sales Invoice

Add Items to Existing Sales Invoice

Allocate Credit Note to Invoice

Create Bank Transfer

Create New Quote Draft

Send Sales Invoice by Email

Create Bill

Create Payment

Create Purchase Order

Update Purchase Order