Bidsketch
When this happens...
BidsketchProposal Accepted or Declined
Then do this...
XeroCreate/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
Premium
Xero is a Premium integration on Zapier.

Why Zapier?

Free

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Easy

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Secure

Enterprise-level security—connect mission-critical apps.

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

When this happens...
then do this!
New Client

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

Create Client

Creates a new client

Proposal Sent to Client

Triggers each time a proposal is sent to a client

Create a Proposal

This starts a new proposal

Proposal Accepted or Declined

Triggers when a proposal is either accepted or declined

Create Fee

Creates a new fee

New Bill

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

Create Sales Invoice

Creates a new sales invoice (Accounts Receivable).

New Sales Invoice

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

Create/Update Contact

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

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Bidsketch helps you create professional proposals in minutes.

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