Aero Workflow + Xero Integration

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Xero - Aero Workflow integration, anytime a new Xero contact is created, an Aero Workflow contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.

Xero and Aero Workflow are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Xero, do you also create a task in Aero Workflow? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.

If you have created a account in Xero, it's important to create a contact in Aero Workflow. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.

When you make a payment in Xero, be sure to create a task in Aero Workflow! This will ensure that your team is aware of the payment and can update the books as needed.

Creating a task also allows you to track the progress of the payment and ensure that it is processed properly. Don't forget to include a due date so that your team knows when it is due!

If you're a small business owner who uses Xero to manage your finances, you may be wondering if there's a way to automatically create a company profile in Aero Workflow whenever an sales invoice is created.

Thankfully, there is! Just setup this automation to stay organized and streamlined with Aero Workflow and Xero!

If you use Xero to manage your sales invoice, you can also use Aero Workflow to create and manage task associated with those sales invoice. Creating a task in Aero Workflow will remind you of the important details related to the sales invoice, such as due dates and payment terms.

You can also keep all of your invoicing information in one place, making it easy to stay organized and on top of your finances.

If you use Xero as your bookkeeping software, there's an easy way to create task in Aero Workflow. With the help of this automation, whenever you create a new order in Xero, a task will automatically be created in Aero Workflow for that order.

This is a great way to keep track of your orders and make sure that all the necessary steps are taken to fulfill them. Having task associated with each order makes it easy to keep track of what still needs to be done and prevents any steps from falling through the cracks.

Start taking advantage of the automatic task creation!