Every time a new sales order is created on 1CRM, Make will automatically create a new contact in Xero if that contact does not exist. After that it will create a new invoice in Xero and add the contact's details to it. If the contact already exists in Xero it will use their details for the invoice.
Every time a new sales order is created on 1CRM, Make will automatically create a new contact in Xero if that contact does not exist. After that it will create a new invoice in Xero and add the contact's details to it. If the contact already exists in Xero it will use their details for the invoice.
Download the blueprint JSON file after purchase.
Open Make.com → go to Scenarios → click Import Blueprint.
Select the downloaded JSON file and confirm.
Connect your app credentials in each module.
Run once manually to test, then activate the schedule.
Setup guide included
Purchase to unlock the full step-by-step guide
No reviews yet
Be the first to buy and share your experience.
Leave a review
Sign in to share your experience with this workflow.
Create a free account to purchase workflows.
Need help setting this up?
Book a 3-hour live setup session with an Agility consultant.