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Coaching Loft + Xero

Add Coaching Loft invoices from "awaiting payment" bills in Xero

Automatically add new awaiting payment bills from Xero to Coaching Loft. Easily assign them to your client using their email address as an identifier to keep your workflows moving seamlessly across platforms.

Automatically add new awaiting payment bills from Xero to Coaching Loft. Easily assign them to your client using their email address as an identifier to keep your workflows moving seamlessly across platforms.

  1. When this happens...
    XeroXero
    New Bill

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

    TriggerScheduled
  2. automatically do this!
    Coaching LoftCoaching Loft
    Add New Invoice

    Add a new Invoice to a specific client/coachee

    ActionWrite
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Supported triggers and actions

What does this mean?
    • OrganizationRequired

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Payment Type

    Trigger
    Scheduled
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    • OrganizationRequired

    • Quote Status

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Status

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Status

    • Type

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Purchase Order Status

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    Trigger
    Scheduled
    Try It
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About Coaching Loft

Coaching Loft is a platform that helps coaches manage and organize their practices to deliver a fluent coaching experience to their clients.
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Related categories

  • CRM (Customer Relationship Management)

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