MYOB AccountRight
Connect CreataCRM with MYOB AccountRight Live for invoices, quotes, sales orders, stock checks and cash sales where supported.
Keep customers, sales, accounting and everyday tools connected.
CreataCRM links your CRM, sales, jobs and warehouse workflows to the accounting systems Australian businesses already use — and to Teams, Zoom, Gmail, Google Forms, Mailchimp, ServiceM8, Stripe and custom connections where supported.
Accounting plus the apps your team already uses.
Send invoices and keep customer context linked to MYOB, Xero or Reckon. Supported features can differ by platform — your demo will show the connectors relevant to your business.
Connect CreataCRM with MYOB AccountRight Live for invoices, quotes, sales orders, stock checks and cash sales where supported.
Use Xero as your accounting path for invoices, payments, contact sync and invoice history — while CreataCRM keeps the sales relationship.
Link CreataCRM with Reckon Hosted for invoices, estimates, sales orders, job sync and sales receipts where supported.
Integration behaviour is not identical across every package. We demonstrate the connectors that match how you sell and invoice today.
Create quotes, orders, jobs and invoices in CreataCRM, then push accounting documents to MYOB, Xero or Reckon while retaining the full customer and sales history in CreataCRM.
One customer story from CRM through to accounts
Alongside MYOB, Xero and Reckon, CreataCRM connects the tools your team uses every day — meetings, email, forms, marketing lists, field jobs, payments and more.
Connect Microsoft calendars, online meetings, call recordings and transcripts. A scheduled workflow can create a CreataCRM activity from a meeting.
OAuth connection for authorize, token and revoke — so your Zoom account can be securely linked. Endpoint mappings and scheduled workflows are not included with this connector.
Connect Gmail through Mail Sync, then sync inbox messages into CreataCRM. Link emails to contacts and create related activities, tasks, sales, opportunities or jobs from the message.
Read Google Forms and Drive. A scheduled workflow syncs form responses into CreataCRM so submissions stay with your customer records.
Sync Mailchimp list members to CreataCRM Contacts, and add a list member when needed — including a list import workflow.
Read customers, jobs and customer contacts from ServiceM8 into CreataCRM Jobs and companies — so field work and CRM stay aligned.
Connect Stripe via API key for payments against the Stripe Payments API. Stripe uses its own settings section in CreataCRM rather than a generic connector dialog.
Build a connection with no preset URLs or mappings — you configure the endpoints and behaviour to match the systems your business already runs.
Take CRM, sales, jobs and warehouse into the field with CreataCRM Mobile — available on the Apple App Store and Google Play.
Available connectors and workflows depend on your CreataCRM setup. We show the ones that match how your team works today.
Integrations sit inside the same CreataCRM platform as customers, sales, jobs, warehouse and marketing — not a separate silo.
Book a personalised demonstration using your MYOB, Xero or Reckon setup — plus the apps and connectors your team already uses.