Create Xero contacts and invoices from 1CRM sales orders
Create Xero contacts and invoices from 1CRM sales orders
Apps used in template
About
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.
Trusted by thousands of fast-scaling organizations around the globe
Similar templates for inspiration
Looking to get more out of your apps? With Make, you can visually integrate any app into any workflow to save time and resources - no coding required. Try any of these templates in just a few clicks.
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.
Adds a list of related records belonging to the specified model and id.
Adds a contact to a specified contact group.
Archives a contact with a given ID.
Combines multiple bundles into a single array. This is the opposite of an Iterator.
Creates a new bank transaction.
Transfers a specified amount from one account to another.
Creates a new batch payment.
Creates a new contact.
Creates a contact group.
FAQ
Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.
A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.
Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.
Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.
How it works
Traditional no-code iPaaS platforms are linear and non-intuitive. Make allows you to visually create, build, and automate without limits.
Trusted by 350,000+ customers
"Make really helped us to scale our operations, take the friction out of our processes, reduce costs, and relieved our support team. It is difficult to not become a fan."
Philipp Weidenbach
Head of Operations at Teleclinic
"Make drives unprecedented efficiency within our business in ways we never imagined. It’s having an extra employee (or 10) for a fraction of the cost."
Cayden Phipps
COO at Shop Accelerator Martech
"The simplicity, flexibility and ability to build real complex automations without any knowledge of programming makes it the best thing since sliced bread."
Erkki Markus
Product Owner at Smaily
"True citizen development in the entire company. Make is present in every department, empowering the company to offer a unique customer experience."
Andreas Stryz
CTO & Co-founder at FINN
"I can't count the number of hours I've saved by using Make. Every single day is simpler because of Make's automation."
Kimberly D
Owner of Media Production