PulpoChat + Xero Integration

Connect PulpoChat to Xero in 1 click

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Popular PulpoChat + Xero Workflows

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Xero + PulpoChat Integration

Create PulpoChat contact for new Xero contact

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 - PulpoChat integration, anytime a new Xero contact is created, an PulpoChat 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.
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Xero + PulpoChat Integration

Send PulpoChat message for new Xero contact

Anytime a new contact is added to your Xero, automatically send them a message through PulpoChat letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Xero - PulpoChat integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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PulpoChat + Xero Integration
1.
  • PulpoChat
    Message received from WhatsApp in PulpoChat Instant
  • PulpoChat
    Message sent to WhatsApp in PulpoChat Instant
  • PulpoChat
    Message is read from WhatsApp in PulpoChat Instant
  • Xero
    Contact is created/updated in Xero
  • Xero
    Contact (supplier) in Xero
  • Xero
    Sales Invoice is created/updated in Xero
  • Xero
    Expense claim receipt is created/updated in Xero
  • Xero
    Payment is created/updated in Xero
  • Xero
    Quote is created/updated in Xero
  • Xero
    Account is created/updated in Xero
  • Xero
    Item is created/updated in Xero
  • Xero
    Purchase Order is created/updated in Xero
  • Xero
    Bill is created/updated in Xero
  • Xero
    Bank Transfer is created in Xero
  • Xero
    Journal is created in Xero
  • Xero
    Bank Transaction is created/updated in Xero
  • Xero
    User is created/updated in Xero
2.
  • PulpoChat
    Create user in PulpoChat
  • PulpoChat
    Create new internal contact (chat only) in PulpoChat
  • PulpoChat
    Search contact in PulpoChat
  • PulpoChat
    Update internal contact (chat only) in PulpoChat
  • PulpoChat
    Send WhatsApp message in PulpoChat
  • PulpoChat
    Send WhatsApp group message in PulpoChat
  • PulpoChat
    Search WhatsApp message in PulpoChat
  • PulpoChat
    Update WhatsApp message in PulpoChat
  • PulpoChat
    Send WhatsApp image message in PulpoChat
  • PulpoChat
    Send WhatsApp video message in PulpoChat
  • PulpoChat
    Send WhatsApp documents/audios message in PulpoChat
  • PulpoChat
    Send WhatsApp scheduled message in PulpoChat
  • PulpoChat
    Send WhatsApp scheduled message to group in PulpoChat
  • PulpoChat
    Send WhatsApp location message using coordinates in PulpoChat
  • PulpoChat
    Send WhatsApp location message using an address in PulpoChat
  • PulpoChat
    Create WhatsApp new group chat in PulpoChat
  • Xero
    Get online invoice URL in Xero
  • Xero
    Update invoice items in Xero
  • Xero
    Create item code in Xero
  • Xero
    Add attachment to purchase order in Xero
  • Xero
    Add attachment to contact in Xero
  • Xero
    Create task in Xero
  • Xero
    Create project in Xero
  • Xero
    Add attachment to invoice in Xero
  • Xero
    Create sales invoice in Xero
  • Xero
    Create sales invoice for existing contact in Xero
  • Xero
    Search sales invoice in Xero
  • Xero
    Get sales invoice by id in Xero
  • Xero
    Create contact in Xero
  • Xero
    Search contact by email address in Xero
  • Xero
    Search contact by name in Xero
  • Xero
    Update contact in Xero
  • Xero
    Search contact by account number in Xero
  • Xero
    Create payment in Xero
  • Xero
    Create quote in Xero
  • Xero
    Create bill in Xero
  • Xero
    Create purchase order in Xero
  • Xero
    Add items to existing sales invoice in Xero
  • Xero
    Send sales invoice by email in Xero
  • Xero
    Search item in Xero
  • Xero
    Create bank transfer in Xero
  • Xero
    Create credit note in Xero
  • Xero
    Create bank transaction in Xero
  • Xero
    Search account in Xero
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