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.

  1. When this happens...
    XeroXero
    New Sales Invoice

    Triggers when a new Sales Invoice (Accounts Receivable) is created.

    TriggerInstant
  2. automatically do this!
    DocusignDocusign
    Send Envelope Using Template

    Sends a envelope signature request using a template.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • OrganizationRequired

    Trigger
    Scheduled
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    • OrganizationRequired

    Trigger
    Scheduled
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    • OrganizationRequired

    • Payment Type

    Trigger
    Scheduled
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    • OrganizationRequired

    • Quote Status

    Trigger
    Scheduled
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    • OrganizationRequired

    • Status

    Trigger
    Scheduled
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    • OrganizationRequired

    • Status

    • Type

    Trigger
    Scheduled
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    • OrganizationRequired

    • Purchase Order Status

    Trigger
    Scheduled
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    • OrganizationRequired

    • Payment Type

    Trigger
    Scheduled
    Try It
docusign logo
docusign logo

About Docusign

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
Learn moreHelp

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  • Signatures

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xero logo
xero logo

About Xero

Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.
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Related categories

  • Accounting

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