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Bloom + Xero

Create sale invoices in Xero from new digital payments in Bloom

Instead of spending your time to input all the information needed for Xero to create invoices after you receive digital payments - this integration preset does all that automatically as soon as the payment arrives in Bloom.

Instead of spending your time to input all the information needed for Xero to create invoices after you receive digital payments - this integration preset does all that automatically as soon as the payment arrives in Bloom.

  1. When this happens...
    BloomBloom
    New Digital Payment

    Triggers when a new payment is received.

    TriggerInstant
  2. automatically do this!
    XeroXero
    Create Sales Invoice

    Creates a new sales invoice (Accounts Receivable).

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Bloom triggers, actions, and search

    Contract Is Countersigned

    Triggers when a new contract countersigned

    Trigger
    Instant
    Try It
  • Bloom triggers, actions, and search

    New Digital Payment

    Triggers when a new payment is received.

    Trigger
    Instant
    Try It
  • Bloom triggers, actions, and search

    Project Status Updated

    Triggers when a project status is updated.

    Trigger
    Instant
    Try It
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About Bloom

The all-encompassing business solution. See how Bloom's marketing CRM + project management software makes managing your business 10x easier.
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Related categories

  • CRM (Customer Relationship Management)

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