LeadConnector + Xero
Create sales invoices in Xero when pipeline stages are updated in LeadConnector
Connect your LeadConnector and Xero applications with this workflow to ensure seamless data flow. When a pipeline stage changes in LeadConnector, a sales invoice is instantly created in your Xero app, keeping your financial records accurate and up-to-date. This automation not only enhances data accuracy, but also saves time, improving your business efficiency.
Connect your LeadConnector and Xero applications with this workflow to ensure seamless data flow. When a pipeline stage changes in LeadConnector, a sales invoice is instantly created in your Xero app, keeping your financial records accurate and up-to-date. This automation not only enhances data accuracy, but also saves time, improving your business efficiency.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Sales Invoice
Creates a new sales invoice (Accounts Receivable).
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In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
CampaignRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
OrganizationRequired
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