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Plumsail Documents + Xero

Create customized documents from new Xero sales invoices with Plumsail Documents

Each time a new sales invoice appears in your Xero account, merge its data into personalized documents with the help of Plumsail Documents. It can be invoices, receipts, contracts, or any other document.

Each time a new sales invoice appears in your Xero account, merge its data into personalized documents with the help of Plumsail Documents. It can be invoices, receipts, contracts, or any other document.

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

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

    TriggerScheduled
  2. automatically do this!
    Plumsail DocumentsPlumsail Documents
    Start Process

    Start the process and return generated document.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • OrganizationRequired

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Payment Type

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Status

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Status

    • Type

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Quote Status

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Status

    Trigger
    Scheduled
    Try It
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About Plumsail Documents

Generate documents from DOCX, XLSX, PPTX, HTML templates and populate fillable PDF forms. Automate your contracts, invoices, reports, tickets and more.
Learn more

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  • Documents
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