Nusii Proposals + Xero
Create Xero invoices from accepted proposals in Nusii Proposals
What better way to stay friends with the accounting department than to automatically generate a new invoice when a proposal is accepted? This Zapier integration will do just that. After you've set it up, Zapier will create a Xero invoice whenever a new proposal is accepted in Nusii Proposals.
What better way to stay friends with the accounting department than to automatically generate a new invoice when a proposal is accepted? This Zapier integration will do just that. After you've set it up, Zapier will create a Xero invoice whenever a new proposal is accepted in Nusii Proposals.
- When this happens...Proposal Accepted
Triggers when a proposal is accepted.
- automatically do this!Create Sales Invoice
Creates a new sales invoice (Accounts Receivable).
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Client Created
Triggers when a client is created.
Try ItProposal Viewed
Triggers when a client views a proposal. Be aware that this trigger only works for Active Proposals with status: pending.
Try ItProposal Created
Triggers when a proposal is created.
Try ItProposal Sent
Triggers when a proposal is sent.
Try It
Proposal Accepted
Triggers when a proposal is accepted.
Try ItProposal Charged
Triggers when a proposal is charged.
Try ItProposal Rejected
Triggers when a proposal is rejected.
Try ItEmailRequired
Role
First NameRequired
Surname
Business Name
Telephone
Locale
Currency
Street Address
Postcode
City
Country
State
Website
PDF Page Size
Notes
