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Create Xero contacts and invoices from 1CRM sales orders

Create Xero contacts and invoices from 1CRM sales orders

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Every time a new sales order is created on 1CRM, Make will automatically create a new contact in Xero if that contact does not exist. After that it will create a new invoice in Xero and add the contact's details to it. If the contact already exists in Xero it will use their details for the invoice.

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Create your own workflow

Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

1CRM
Add Related Records

Adds a list of related records belonging to the specified model and id.

Action
Xero
Add a Contact to a Contact Group

Adds a contact to a specified contact group.

Action
Xero
Archive a Contact

Archives a contact with a given ID.

Action
Flow Control
Array aggregator

Aggregator
Xero
Create a Bank Transaction

Creates a new bank transaction.

Action
Xero
Create a Bank Transfer

Transfers a specified amount from one account to another.

Action
Xero
Create a Batch Payment

Creates a new batch payment.

Action
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Create a Contact

Creates a new contact.

Action
Xero
Create a Contact Group

Creates a contact group.

Action

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