Docspo + Xero
Creates sales invoice in Xero from new signed Docspo documents
Spending valuable time creating and sending invoices? Let this Zapier automation do the work for you. By connecting Docspo with Xero, this integration will automatically create sales invoices from Xero as soon as your client accepts a contract or proposal in Docspo.
Spending valuable time creating and sending invoices? Let this Zapier automation do the work for you. By connecting Docspo with Xero, this integration will automatically create sales invoices from Xero as soon as your client accepts a contract or proposal in Docspo.
- When this happens...Document Accepted
Triggers when a document changes status to accepted.
- automatically do this!Create Sales Invoice
Creates a new sales invoice (Accounts Receivable).
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Document Accepted
Triggers when a document changes status to accepted.
Try ItDocument Expired
Triggers when a document changes status to denied.
Try ItDocument Viewed
Triggers when a client views the document for the first time.
Try ItClient type
Client nameRequired
Client socialSecurityNumber / organisationNumber
Client reference
Client email
Client cellphone
Client cellphone region
Client street
Client zip
Client city
Client reverse VAT
Client note
