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.
- When this happens...New Sales Invoice
Triggers when you add a new sales invoice. (Accounts Receivable).
- automatically do this...Create Package
This is used to create a package to hold one or more documents
- then do this...Add Document
Add a document to a document package
- then do this...Add User
Add recipient to a workflow
- then do this...Add Electronic Signature
Add Electronic Signature field to a Document
- then do this...Create Integration URL
Generate a URL that can be used as a link for a user to sign the document
- then do this!Send Email
Send an email from your Office 365 account.
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