Create tasks in Microsoft To Do for new sales invoices in Xero
Stay organized and on top of your finances with this seamless workflow that connects Xero and Microsoft To Do. When a new sales invoice is created in Xero, a task will be added in Microsoft To Do, ensuring you never miss a payment deadline. Manage your invoicing process more efficiently and keep track of all pending invoices effortlessly.
Stay organized and on top of your finances with this seamless workflow that connects Xero and Microsoft To Do. When a new sales invoice is created in Xero, a task will be added in Microsoft To Do, ensuring you never miss a payment deadline. Manage your invoicing process more efficiently and keep track of all pending invoices effortlessly.
- When this happens...New Sales Invoice
Triggers when you add a new sales invoice. (Accounts Receivable).
- automatically do this!Create Task
Triggers when a new task is created.
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