Bonsai + Xero
Create payments in Xero for newly paid invoices in Bonsai
Easily streamline your financial workflow with Bonsai and Xero. With this automation, once an invoice is paid in your Bonsai app, Xero will promptly generate a payment, saving you time and helping with accurate record keeping. Benefit from a simplified and efficient financial process, leaving you with more time to focus on your business.
Easily streamline your financial workflow with Bonsai and Xero. With this automation, once an invoice is paid in your Bonsai app, Xero will promptly generate a payment, saving you time and helping with accurate record keeping. Benefit from a simplified and efficient financial process, leaving you with more time to focus on your business.
- When this happens...Invoice Paid
Triggers when an invoice is paid.
- automatically do this!Create Payment
Triggers when you receive a new payment.
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Contract Signed
Triggers when a contract is signed by your contact (client or contractor).
Try ItInvoice Paid
Triggers when an invoice is paid.
Try ItProposal Accepted
Triggers when a proposal is accepted by the client.
Try ItClient NameRequired
Client EmailRequired
Company Name
Website
Phone Number
Job Title
Notes
Contract Viewed
Triggers when a contract is viewed.
Try ItInvoice Viewed
Triggers when an invoice is viewed by the client.
Try ItProposal Viewed
Triggers when a proposal is viewed by the client.
Try ItProject NameRequired
CurrencyRequired
Client EmailRequired
Client Name
Company Name
Project Description
Project Notes
Client Website
Client Phone Number
Client Job Title
