Create Xero contacts and invoices from 1CRM sales orders
Create Xero contacts and invoices from 1CRM sales orders
Get this template
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.
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.
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
See Make in action
See how Make works
Trusted by 200,000+ 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."
"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."
"The simplicity, flexibility and ability to build real complex automations without any knowledge of programming makes it the best thing since sliced bread."
"True citizen development in the entire company. Make is present in every department, empowering the company to offer a unique customer experience."