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Microsoft Office 365 + Xero + SigningHub

Create SigningHub documents from new Xero sales invoices and send them via Microsoft Office 365

Signing invoices before sending them is a slow manual process. Using this Zapier integration, whenever you have a new Xero sales invoice, SigningHub will add a signature field and send the invoice to the recipient to sign via Microsoft Office 365. Now any invoice that is created in Xero will be sent to the recipient without any extra work.

Signing invoices before sending them is a slow manual process. Using this Zapier integration, whenever you have a new Xero sales invoice, SigningHub will add a signature field and send the invoice to the recipient to sign via Microsoft Office 365. Now any invoice that is created in Xero will be sent to the recipient without any extra work.

  1. When this happens...
    XeroXero
    New Sales Invoice

    Triggers when you add a new sales invoice. (Accounts Receivable)

    TriggerScheduled
  2. automatically do this...
    SigningHubSigningHub
    Create Package

    This is used to create a package to hold one or more documents

    ActionWrite
  3. then do this...
    SigningHubSigningHub
    Add Document

    Add a document to a document package

    ActionWrite
  4. then do this...
    SigningHubSigningHub
    Add User

    Add recipient to a workflow

    ActionWrite
  5. then do this...
    SigningHubSigningHub
    Add Electronic Signature

    Add Electronic Signature field to a Document

    ActionWrite
  6. then do this...
    SigningHubSigningHub
    Create Integration URL

    Generate a URL that can be used as a link for a user to sign the document

    ActionWrite
  7. then do this!
    Microsoft Office 365Microsoft Office 365
    Send Email

    Send an email from your Office 365 account.

    ActionWrite
Try this template

Supported triggers and actions

What does this mean?
office-365 logo
office-365 logo

About Microsoft Office 365

Microsoft Office 365 Business is a complete office suite in the cloud. It provides all the standard office products like Excel, Outlook, Word, SharePoint and more, but available from any internet enabled computer! Zapier does not currently support Outlook.com addresses or Home 365 accounts, only business or Enterprise.
Learn more

Related categories

  • Email
  • Microsoft

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xero logo
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About Xero

Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.

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signinghub logo
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About SigningHub

SigningHub is an e-signature service with a powerful workflow engine that boosts team productivity by automating repetitive document and sign-off processes.

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