Add approved Bidsketch proposals to Xero as Customers
When this happensStep 1: Proposal Accepted or Declined
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
- Bidsketch proposal is approved
- Zapier creates a new Xero customer
What You Need
- Bidsketch account
- Xero account