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
- Bidsketch proposal is approved
- Zapier creates a new Xero customer
What You Need
- Bidsketch account
- Xero account
Why Zapier?
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Triggered when a client is created through the API or in the Bidsketch app
Creates a new client
Triggers each time a proposal is sent to a client
This starts a new proposal
Triggers when a proposal is either accepted or declined
Creates a new fee
Triggered when you add a new bill. (Accounts Payable)
Creates a new sales invoice (Accounts Receivable).
Triggered when you add a new sales invoice. (Accounts Receivable)
Creates a new contact or updates a contact if a contact already exists.
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