LockedOn + Xero
Create invoices in Xero for new property status changes in LockedOn
Manually creating invoices for sales commissions or vendor advertising can be tedious and time-consuming. With this Zap in place, though, you can automate your invoice creation in Xero whenever you update a property status in LockedOn. No more double-handling of data from your CRM. Everything you need to create your invoice is available in Xero.
Manually creating invoices for sales commissions or vendor advertising can be tedious and time-consuming. With this Zap in place, though, you can automate your invoice creation in Xero whenever you update a property status in LockedOn. No more double-handling of data from your CRM. Everything you need to create your invoice is available in Xero.
- When this happens...Property Status Change
Triggers when a property status changes or a property is created/deleted.
- automatically do this!Create Sales Invoice
Creates a new sales invoice (Accounts Receivable).
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Additional Payload
Sample Payload Client ID
Try ItTrigger Sources
Sample Payload Enquiry ID
Try ItTrigger Statuses
Additional Payload
Data Options
Sample Payload Property ID
Try ItContact NameRequired
Email
Mobile
Home Phone
Comments
Address
Client Tag
Potential Seller
Inspection Date
Unique ID (optional)
Disable Spam Check
Create Referral Source
Auto Create Client