Better Proposals + Xero Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect Better Proposals and Xero, with as many as 35 possible integrations. Are you ready to find your productivity superpowers?
Add paid proposals from Better Proposals to Xero as invoices
As a business owner, you need to focus on completing client projects, not worrying about mundane admin tasks. This Zapier automation keeps your books in check by creating a Xero invoice for every paid proposal in Better Proposals. That way, you can keep your focus on your client, instead of on balancing the books.
How this Better Proposals-Xero integration works
- A proposal is paid with Better Proposals
- Zapier generates an invoice in Xero
Apps involved
- Better Proposals
- Xero
It's easy to connect Better Proposals + Xero and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a proposal is paid.
Creates a new sales invoice (Accounts Receivable).
Triggers when a proposal is opened.
Creates a new contact or updates a contact if a contact already exists.
Triggers when a proposal is signed.
Creates a new bill (Accounts Payable).
Triggered when you add a new bill. (Accounts Payable)
Applies a payment to an invoice.
Triggered when you add a new sales invoice. (Accounts Receivable)
Creates a new proposal.
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