Add/update opportunities in LeadConnector for new sales invoices in Xero
Easily manage your sales opportunities with this efficient workflow. When a new sales invoice is created in Xero, an opportunity is instantly added or updated in LeadConnector. This not only streamlines your bookkeeping process, but also ensures you always have up-to-date information in your sales pipeline. Say goodbye to manual data input and hello to seamless integration between your business software.
Easily manage your sales opportunities with this efficient workflow. When a new sales invoice is created in Xero, an opportunity is instantly added or updated in LeadConnector. This not only streamlines your bookkeeping process, but also ensures you always have up-to-date information in your sales pipeline. Say goodbye to manual data input and hello to seamless integration between your business software.
- When this happens...New Sales Invoice
Triggers when you add a new sales invoice. (Accounts Receivable).
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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