Evoliz + Xero Integration

With the growth of Evoliz, many companies are looking for ways to connect their Evoliz account with their Customer Relationship Management (CRM) system. One way to accomplish this is to create a task in Xero every time a contact is created in Evoliz.

This can save you time when you need to keep track of what needs to be done for each customer, and will help you to continue providing top-notch service to your customers.

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