Copilot CRM + Xero

Create or update Xero contacts with new customers from Copilot CRM

This workflow starts when you add a new customer in your Copilot CRM app. It effortlessly transfers their details to your Xero app as a new or updated contact. This integration helps keep your customer information streamlined and up-to-date across both platforms, minimizing manual data entry and ensuring accuracy. Perfect for businesses looking to optimize their contact management and enhance productivity.

This workflow starts when you add a new customer in your Copilot CRM app. It effortlessly transfers their details to your Xero app as a new or updated contact. This integration helps keep your customer information streamlined and up-to-date across both platforms, minimizing manual data entry and ensuring accuracy. Perfect for businesses looking to optimize their contact management and enhance productivity.

  1. When this happens...
    Copilot CRMCopilot CRM
    New Customer

    Triggers when a new customer is added.

    TriggerScheduled
  2. automatically do this!
    XeroXero
    Create/Update Contact

    Triggers when you add a new contact.

    ActionWrite
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Supported triggers and actions

  • Copilot CRM triggers, actions, and search

    Close Visit

    Triggers when a visit to a customer is closed.

    Trigger
    Scheduled
    Try It
  • Copilot CRM triggers, actions, and search

    New Customer

    Triggers when a new customer is added.

    Trigger
    Scheduled
    Try It
  • Copilot CRM triggers, actions, and search

    New Invoice

    Triggers when a new invoice is added.

    Trigger
    Scheduled
    Try It
  • Copilot CRM triggers, actions, and search

    New Property

    Triggers when a new property is added.

    Trigger
    Scheduled
    Try It
  • Copilot CRM triggers, actions, and search

    Inactive Customer

    Triggers when a customer is made inactive.

    Trigger
    Scheduled
    Try It
  • Copilot CRM triggers, actions, and search

    New Expense

    Triggers when a new expense is added.

    Trigger
    Scheduled
    Try It
  • Copilot CRM triggers, actions, and search

    New Payment

    Triggers when a new payment is received.

    Trigger
    Scheduled
    Try It
  • Copilot CRM triggers, actions, and search

    New To-Do

    Triggers when a new to-do is added.

    Trigger
    Scheduled
    Try It
copilot-crm logo
copilot-crm logo

About Copilot CRM

Copilot CRM automates business processes and workflows by scheduling, routing, automatic invoicing, payment processing, and online booking.
Learn more

Related categories

  • Sales & CRM
xero logo
xero logo

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

Related categories

  • Accounting

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