Braintree + Xero
A new invoice is created on Xero for new transactions on Braintree
When this happens
Step 1: New Transaction
Then do this
Step 2: Create Sales Invoice
Feeling like you're always hitting speed bumps when it comes to your paperwork? Use some this Braintree Xero integration to prepare the your daily items so they're ready as soon as you need them! This Zap will trigger for every new transaction on Braintree and automatically create a new invoice on Xero with the data, making sure your billing never lags behind your sales.
How It Works
- A new transaction is recorded on Braintree
- Zapier automatically adds a new invoice to Xero
What You Need
- Braintree account
- Xero account
New CustomerTriggers when you add a new customer.Trigger- New TransactionTriggers when you add a new transaction.Trigger
- Create CustomerCreate a new customer.Action
New Bank TransactionTriggers when a new bank transaction is created.Trigger- New BillTriggers when you add a new bill. (Accounts Payable)Trigger
- New ContactTriggers when you add a new contact.Trigger
- New PaymentTriggers when you receive a new payment.Trigger
- New Purchase OrderTriggers when a new purchase order is created or enters a status for the first time.Trigger
- Xero
Triggers when a new quote is created.
Scheduled
Trigger
- Xero
Triggers when you add a new draft expense claim receipt.
Scheduled
Trigger
- Xero
Triggers when you add a new sales invoice. (Accounts Receivable)
Scheduled
Trigger
- Xero
Adds line items to an existing sales invoice.
Scheduled
Action
- Xero
Creates a new Spend/Receive Money bank transaction.
Scheduled
Action
- Xero
Transfers money between two bank accounts.
Scheduled
Action
- Xero
Creates a new contact or updates a contact if a contact already exists.
Scheduled
Action
- Xero
Creates a new quote draft.
Scheduled
Action
- Xero
Creates a new credit note for a contact.
Scheduled
Action
- Xero
Sends an invoice via email.
Scheduled
Action
- Xero
Creates a new bill (Accounts Payable).
Scheduled
Action
- Xero
Creates a new sales invoice (Accounts Receivable).
Scheduled
Action
- Xero
Applies a payment to an invoice.
Scheduled
Action
- Xero
Creates a new purchase order for a contact.
Scheduled
Action
- Xero
Finds a contact by name or account number.
Scheduled
Action
- Xero
Finds an invoice by number or reference.
Scheduled
Action
- Xero
Finds or creates a specific contact.
Scheduled
Action
About Xero
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