Add approved Bidsketch proposals to Xero as Customers
Bidsketch + Xero
In a matter of minutes and without a single line of code, Zapier allows you to connect Bidsketch and Xero, with as many as 45 possible integrations. Are you ready to find your productivity superpowers?
It's easy to connect Bidsketch + Xero and requires absolutely zero coding experience—the only limit is your own imagination.
Triggered when a client is created through the API or in the Bidsketch app
Triggers when a proposal is saved for the first time.
Triggers each time a proposal is viewed by a client
Creates a new credit note for a contact.
Creates a new sales invoice (Accounts Receivable).
Triggers when a proposal is either accepted or declined
Triggers each time a proposal is sent to a client
Creates a new contact or updates a contact if a contact already exists.
Creates a new bill (Accounts Payable).
Applies a payment to an invoice.
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