DripJobs + Xero
Create sales invoices in Xero for newly completed projects in DripJobs
Easily manage your accounting tasks with this integration. Whenever a project is successfully completed in DripJobs, an invoice will be created in Xero, saving you precious time and preventing unnecessary errors. This automatic process ensures a prompt, organized billing process and streamlines your financial workflow.
Easily manage your accounting tasks with this integration. Whenever a project is successfully completed in DripJobs, an invoice will be created in Xero, saving you precious time and preventing unnecessary errors. This automatic process ensures a prompt, organized billing process and streamlines your financial workflow.
- When this happens...Project Completed
Triggers when a project is marked completed in dripjobs.
- automatically do this!Create Sales Invoice
Creates a new sales invoice (Accounts Receivable).
- Free forever for core features
- 14 day trial for premium features & apps
On-Site Estimate Scheduled
Triggers when an on-site estimate scheduled appointment is created in dripjobs.
Try ItProject Completed
Triggers when a project is marked completed in dripjobs.
Try ItLead SourceRequired
First NameRequired
Last NameRequired
EmailRequired
Phone
Job Address
Job City
Job State
Job Zip
Notes
Drip Sequence
OrganizationRequired
Status
Try It
Proposal Accepted
Triggers when a proposal is marked accepted in dripjobs.
Try ItLead SourceRequired
First NameRequired
Last NameRequired
EmailRequired
PhoneRequired
Job Address
Job City
Job State
Job Zip
Start TimeRequired
End TimeRequired
Appointment Details
Assign To
Send Email Reminders
Send Sms Reminders
OrganizationRequired
Try ItOrganizationRequired
Try It
