Fluent CRM + Xero Integration

Connect Fluent CRM to Xero in 1 click

Integrate Fluent CRM + Xero For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Popular Fluent CRM + Xero Workflows

Create Xero task for new Fluent CRM contact

In Fluent CRM, when you create a contact, it automatically creates a task in Xero for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.

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Create Your Own Fluent CRM & Xero Integration Without Any Code

Create Custom Workflow

Contact is created in Fluent CRM
Contact is updated in Fluent CRM
Contact is created/updated in Xero
Contact (supplier) in Xero
Sales Invoice is created/updated in Xero
Expense claim receipt is created/updated in Xero
Payment is created/updated in Xero
Quote is created/updated in Xero
Account is created/updated in Xero
Item is created/updated in Xero
Purchase Order is created/updated in Xero
Bill is created/updated in Xero
Bank Transfer is created in Xero
Journal is created in Xero
Bank Transaction is created/updated in Xero
User is created/updated in Xero

Create contact in Fluent CRM
Search contact in Fluent CRM
Update contact in Fluent CRM
Add note to contact in Fluent CRM
Add attachment to contact in Xero
Create task in Xero
Create project in Xero
Add attachment to invoice in Xero
Add attachment to purchase order in Xero
Create item code in Xero
Update invoice items in Xero
Get online invoice URL in Xero
Create sales invoice in Xero
Create sales invoice for existing contact in Xero
Search sales invoice in Xero
Get sales invoice by id in Xero
Create contact in Xero
Search contact by email address in Xero
Search contact by name in Xero
Update contact in Xero
Search contact by account number in Xero
Create payment in Xero
Create quote in Xero
Create bill in Xero
Create purchase order in Xero
Add items to existing sales invoice in Xero
Send sales invoice by email in Xero
Search item in Xero
Create bank transfer in Xero
Create credit note in Xero
Create bank transaction in Xero
Search account in Xero

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

See Pricing

Integrate Fluent CRM & Xero In 1 Click
And Save Time & Money Both

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Want to automate something else in your workflow?

You Can Also Connect Fluent CRM or Xero With 1200+ Other Apps

Fluent is a sleek, intuitive and integrated WordPress CRM that helps you manage your leads from the very first touch-point to the most advanced stages of the sales funnel – all in one place.

See Fluent CRM Integrations

Xero lets you do your books from anywhere - on the go, at home or in a store. It's easy to track and manage your business finances with critical accounting features that automatically update so you always know where you stand.

See Xero Integrations