Send sales invoices by email in Xero when person stages are updated in Follow Up Boss
Streamline your sales invoicing process with this Follow Up Boss and Xero integration. When a person's stage is updated in Follow Up Boss, this workflow will promptly send a sales invoice by email through Xero, keeping your invoicing accurate and current. Stay organized and efficient while focusing on what truly matters: closing deals.
Streamline your sales invoicing process with this Follow Up Boss and Xero integration. When a person's stage is updated in Follow Up Boss, this workflow will promptly send a sales invoice by email through Xero, keeping your invoicing accurate and current. Stay organized and efficient while focusing on what truly matters: closing deals.
- When this happens...Person Stage Updated
Fires when a contact's stage is updated in Follow Up Boss.
- automatically do this!Send Sales Invoice by Email
Send Sales Invoice by Email
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