Docusign + Xero
Send envelopes using templates in DocuSign for new sales invoices in Xero
When a new sales invoice is created in Xero, streamline your operations with this workflow by sending an envelope using a template in DocuSign. This process offers a seamless way to handle critical documentation, enhancing your overall efficiency. Skip the manual work, manage your invoices and contractual needs all in one place, saving you time and effort.
When a new sales invoice is created in Xero, streamline your operations with this workflow by sending an envelope using a template in DocuSign. This process offers a seamless way to handle critical documentation, enhancing your overall efficiency. Skip the manual work, manage your invoices and contractual needs all in one place, saving you time and effort.
- When this happens...New Sales Invoice
Triggers when you add a new sales invoice. (Accounts Receivable).
- automatically do this!Send Envelope Using Template
Sends a envelope signature request using a template.
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