Moxie + Xero
Create sales invoices in Xero for every new invoice sent via Moxie
Streamline your bookkeeping process using this simple workflow. When an invoice is sent in the Moxie app, a corresponding sales invoice is created in the Xero app. This can save your valuable time in data entry, reduce potential mistakes and allow you to focus more on growing your business. It's an efficient way to keep your sales records up-to-date across multiple platforms.
Streamline your bookkeeping process using this simple workflow. When an invoice is sent in the Moxie app, a corresponding sales invoice is created in the Xero app. This can save your valuable time in data entry, reduce potential mistakes and allow you to focus more on growing your business. It's an efficient way to keep your sales records up-to-date across multiple platforms.
- When this happens...Invoice Sent
Triggers when an invoice is sent in Hectic.
- automatically do this!Create Sales Invoice
Creates a new sales invoice (Accounts Receivable).
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Agreement Sent
Triggers when a proposal is sent either via link or email.
Try ItAgreement Viewed
Triggers when a user views the proposal.
Try ItClient Deleted
Triggers when a client record is deleted in Hectic.
Try ItDeliverable Created
Triggered when a Project Task / Deliverable is created
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Agreement Signed
Triggers when an agreement is accepted and signed with e-signature.
Try ItClient Created
Triggers when a new client is created in Hectic.
Try ItClient Updated
Triggers when a client record is updated in Hectic.
Try ItDeliverable Deleted
Triggered when a Deliverable / Project Task is deleted
Try It
