Nutshell + Xero
Generate sales invoices in Xero for new won leads in Nutshell
Accelerate your invoicing process with this Nutshell to Xero workflow. Once a lead is successfully won on Nutshell, the workflow is triggered to generate a sales invoice directly in Xero. It not only streamlines your financial operations but also helps maintain accurate billing records without manual entries. Start maximizing your productivity and reducing errors in your accounting cycle today.
Accelerate your invoicing process with this Nutshell to Xero workflow. Once a lead is successfully won on Nutshell, the workflow is triggered to generate a sales invoice directly in Xero. It not only streamlines your financial operations but also helps maintain accurate billing records without manual entries. Start maximizing your productivity and reducing errors in your accounting cycle today.
- When this happens...Lead Won
Triggers when a lead is won.
- automatically do this!Create Sales Invoice
Creates a new sales invoice (Accounts Receivable).
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Lead Won
Triggers when a lead is won.
Try ItNew Company
Triggers when new Company is created.
Try ItNew Person
Triggers when new Person is created.
Try ItAgenda
Activity typeRequired
Start time
End time
Internal note
People within Nutshell
Users within Nutshell
Meeting lasts all day
Flag meeting as important
Street address
Street address line 2
Street address line 3
City
State
Country
Postal code
Address type
