Create bills in Xero for newly paid PandaDoc documents
Streamline your invoicing process with this efficient workflow. When a document is marked as paid in PandaDoc, this automation will create a bill in Xero, ensuring your financial records stay up to date without any manual intervention. Save time and eliminate errors by seamlessly connecting your PandaDoc and Xero apps.
Streamline your invoicing process with this efficient workflow. When a document is marked as paid in PandaDoc, this automation will create a bill in Xero, ensuring your financial records stay up to date without any manual intervention. Save time and eliminate errors by seamlessly connecting your PandaDoc and Xero apps.
- When this happens...Document Paid
Triggers when a document is paid.
- automatically do this!Create Bill
Creates a new bill (Accounts Payable).
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