Better Proposals
When this happens...
Better ProposalsProposal Paid
Then do this...
XeroCreate 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

  1. A proposal is paid with Better Proposals
  2. Zapier generates an invoice in Xero

Apps involved

  • Better Proposals
  • Xero

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It's easy to connect Better Proposals + Xero and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
Proposal Paid

Triggers when a proposal is paid.

Create Sales Invoice

Creates a new sales invoice (Accounts Receivable).

Proposal Opened

Triggers when a proposal is opened.

Create/Update Contact

Creates a new contact or updates a contact if a contact already exists.

Proposal Signed

Triggers when a proposal is signed.

Create Bill

Creates a new bill (Accounts Payable).

New Bill

Triggered when you add a new bill. (Accounts Payable)

Create Payment

Applies a payment to an invoice.

New Sales Invoice

Triggered when you add a new sales invoice. (Accounts Receivable)

Create a Proposal

Creates a new proposal.

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Better Proposals is a simple, web-based proposal creation tool that lets you send professionally designed proposals.

Learn More

Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.

See Xero Integrations