Create and send Xero sales invoices via email for new Microsoft Teams chats
Stay on top of your sales process with this efficient automation. With this workflow, whenever a new chat occurs in Microsoft Teams, an invoice will be sent via email in Xero. Save time, reduce manual work, and keep your sales team focused on closing deals - let this automation handle invoicing and communication for you.
Stay on top of your sales process with this efficient automation. With this workflow, whenever a new chat occurs in Microsoft Teams, an invoice will be sent via email in Xero. Save time, reduce manual work, and keep your sales team focused on closing deals - let this automation handle invoicing and communication for you.
- When this happens...New Chat
Triggers when a new chat is created.
- automatically do this!Send Sales Invoice by Email
Send Sales Invoice by Email
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