Create quote drafts in Xero for new Cognito Forms entries
Save time and simplify your billing process with this workflow. When a new entry is submitted in Cognito Forms, a quote draft will be created in Xero automatically. Streamline your invoicing by connecting your form submissions and accounting software seamlessly without any manual intervention.
Save time and simplify your billing process with this workflow. When a new entry is submitted in Cognito Forms, a quote draft will be created in Xero automatically. Streamline your invoicing by connecting your form submissions and accounting software seamlessly without any manual intervention.
- When this happens...New Entry
Triggers when someone fills out your form.
- automatically do this!Create New Quote Draft
Creates a new quote draft.
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