Xero
Answer invoice questions on the phone and create contacts from calls in Xero.
What the integration does
- States the status of an invoice, such as whether it has been paid.
- Creates new customers from a call as a contact.
- Passes payment questions on to accounts.
How to do it today
| Goal | Today's route |
|---|---|
| Invoice status during the conversation | The CRM System tool calls a workflow that looks up the invoice with the Xero module, see API call during the conversation |
| Creating a contact | CRM Ticket to Make, Zapier or n8n, where it is created in Xero |
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