Add paid proposals from Better Proposals to Xero as invoices
When this happensStep 1: Proposal Paid
Then do thisStep 2: Create Sales Invoice
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
- Better Proposals