Agile CRM + Xero Integration

Automatically adds a new contact to the database

Automatically updates contact information with new details

Automatically assigns a score to a contact

Automatically assigns a tag to a contact

Automatically generates a new deal with

Automatically creates a new task

Automatically adds a note to the selected item

Automatically finds and retrieves contact information

Automatically find information about a company

Automatically generates a new company profile with given details

Automatically subscribes to a campaign

Automatically schedule an event

Automatically attach files to generated invoices for easy reference

Automatically generates a purchase order for approved requests

Automatically updates the items in an invoice

Automatically creates a new task

Automatically generates new unique item code

Automatically uploads and attach files to purchase orders

Automatically generates a new sales invoice with pre-filled details

Automatically generates a new sales invoice for an existing contact

Automatically retrieves a sales invoice using the unique invoice ID

Automatically adds a new contact to the database

Automatically find information about a contact using the name

Automatically locate and retrieve particular item information

Automatically updates contact information with new details

Automatically retrieves contact information based on the provided account number

Automatically creates a new project

Automatically generates a new quote with pre-filled information

Automatically generates a new bill for the customer

Automatically adds selected items to an existing sales invoice

Automatically sends a sales invoice by email

Automatically searches for a sales invoice

Automatically initiate a bank transfer

Automatically generates a credit note for returned items

Automatically searches for account information