Recruit CRM + Xero + Filter by Zapier

Generate sales invoices in Xero when new deal stages are updated in Recruit CRM

Tired of updating your sales invoices by hand? Once activated, this integration will automatically generate an invoice draft in Xero every time a deal stage in Recruit CRM is updated to "won."

Tired of updating your sales invoices by hand? Once activated, this integration will automatically generate an invoice draft in Xero every time a deal stage in Recruit CRM is updated to "won."

  1. When this happens...
    Recruit CRMRecruit CRM
    Deal Stage Updated

    Triggers when a deal stage is updated.

    TriggerInstant
  2. automatically do this...
    Filter by ZapierFilter by Zapier
    Only continue if...

    Set up rules to specify when this Zap can continue running.

    ActionFilter
  3. then do this...
    XeroXero
    Find Contact

    Triggers when you add a new contact.

    ActionSearch
  4. then do this!
    XeroXero
    Create Sales Invoice

    Creates a new sales invoice (Accounts Receivable).

    ActionWrite
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Supported triggers and actions

What does this mean?
recruitcrm logo
recruitcrm logo

About Recruit CRM

Recruit CRM is an all-in-one ATS + CRM for recruitment agencies.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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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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filter logo
filter logo

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.
Learn more

Related categories

  • Developer Tools
  • Zapier