involve.me + Xero
Create new Xero quote drafts from completed involve.me submissions
Effortlessly streamline your invoicing process with this workflow. When a new completed submission occurs in involve.me, it will automatically create a new quote draft in Xero, saving you valuable time and ensuring consistency across your documents. Simplify your operations and focus on growing your business with this seamless integration.
Effortlessly streamline your invoicing process with this workflow. When a new completed submission occurs in involve.me, it will automatically create a new quote draft in Xero, saving you valuable time and ensuring consistency across your documents. Simplify your operations and focus on growing your business with this seamless integration.
- When this happens...
- automatically do this!Create New Quote Draft
Creates a new quote draft.
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About involve.me
involve.me is a customer experience platform. Everything you need to capture leads, collect feedback & activate your audience.
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App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout 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.
