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Digital Practice + Xero

Create sales invoices in Xero from new invoices in Digital Practice

This handy Zap keeps your invoices up to date between Digital Practice and Xero, with no added clicks or keystrokes. Set it up to automatically generate a sales invoice in Xero from the details include in each new invoice in Digital Practice.

This handy Zap keeps your invoices up to date between Digital Practice and Xero, with no added clicks or keystrokes. Set it up to automatically generate a sales invoice in Xero from the details include in each new invoice in Digital Practice.

  1. When this happens...
    Digital PracticeDigital Practice
    Fetch Invoice List

    Triggers when a new invoice is created on Digital Practice.

    TriggerScheduled
  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?
  • Digital Practice triggers, actions, and search

    Fetch Account List

    Triggers when a new account is created on Digital Practice.

    Trigger
    Scheduled
    Try It
  • Digital Practice triggers, actions, and search

    Fetch Contact List

    Triggers when a new contact is created on Digital Practice.

    Trigger
    Scheduled
    Try It
  • Digital Practice triggers, actions, and search

    Fetch Invoice List

    Triggers when a new invoice is created on Digital Practice.

    Trigger
    Scheduled
    Try It
  • Digital Practice triggers, actions, and search

    Fetch Product List

    Triggers when a new product is created on Digital Practice.

    Trigger
    Scheduled
    Try It
  • Digital Practice triggers, actions, and search

    Fetch Client List

    Triggers when a new client is created on Digital Practice.

    Trigger
    Scheduled
    Try It
  • Digital Practice triggers, actions, and search

    Fetch Expense List

    Triggers when a new expense is created on Digital Practice.

    Trigger
    Scheduled
    Try It
  • Digital Practice triggers, actions, and search

    Fetch Project List

    Triggers when a new project is created on Digital Practice.

    Trigger
    Scheduled
    Try It
digital-practice logo
digital-practice logo

About Digital Practice

Digital Practice is a Practice Management Software that helps practices manage their day-to-day admin, HR, accounting, project management, HR, CRM and much more.
Help

Related categories

  • CRM (Customer Relationship Management)

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