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Add approved Bidsketch proposals to Xero as Customers

  1. When this happensStep 1: Proposal Accepted or Declined

  2. Then do thisStep 2: Create/Update Contact

Accounting mistakes can cost you thousands in taxes and fines. Make sure your accounting data is up to date by using this Zapier integration. As soon as your Bidsketch proposal gets approved, Zapier adds the client to Xero as a customer.

How It Works

  1. Bidsketch proposal is approved
  2. Zapier creates a new Xero customer

What You Need

  • Bidsketch account
  • Xero account
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Connect Bidsketch + Xero in Minutes

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

All Triggers & Actions

InstantNew Client

Triggered when a client is created through the API or in the Bidsketch app

InstantNew Proposal

Triggers when a proposal is saved for the first time.

InstantProposal Viewed

Triggers each time a proposal is viewed by a client

Create Credit Note

Creates a new credit note for a contact.

Create Sales Invoice

Creates a new sales invoice (Accounts Receivable).

InstantProposal Accepted or Declined

Triggers when a proposal is either accepted or declined

InstantProposal Sent to Client

Triggers each time a proposal is sent to a client

Create/Update Contact

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

Create Bill

Creates a new bill (Accounts Payable).

Create Payment

Applies a payment to an invoice.

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