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Precisely + Xero

Create Xero invoices when new Precisely contracts are signed

Invoice workflows don't have to eat away at your time. This automation, which integrates Precisely with Xero, reduces administration. Just set it up to automatically create a Xero invoice as soon as a Precisely contract is signed.

Invoice workflows don't have to eat away at your time. This automation, which integrates Precisely with Xero, reduces administration. Just set it up to automatically create a Xero invoice as soon as a Precisely contract is signed.

  1. When this happens...
    PreciselyPrecisely
    Contract Signed

    Triggers when a contract is signed by all signees.

    TriggerScheduled
  2. automatically do this!
    XeroXero
    Create Sales Invoice

    Creates a new sales invoice (Accounts Receivable).

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Organization IdRequired

    Trigger
    Scheduled
    Try It
    • Organization IdRequired

    Trigger
    Scheduled
    Try It
    • Organization IdRequired

    • Document IdRequired

    Action
    Write
    • Organization IdRequired

    • Template IdRequired

    • Draft incomplete projectRequired

    • TitleRequired

    • Access permissionRequired

    Action
    Write
    • Organization IdRequired

    Trigger
    Scheduled
    Try It
    • Organization IdRequired

    • Project IdRequired

    • TitleRequired

    Action
    Write
    • Organization IdRequired

    • Project IdRequired

    • FileRequired

    • FilenameRequired

    Action
    Write
    • Organization IdRequired

    • Project IdRequired

    • MessageRequired

    Action
    Write
precisely logo
precisely logo

About Precisely

Precisely provides contract automation, e-signatures, streamlined approvals, digital archiving and smart reminders for all your contracts, all in the cloud.

Related categories

  • Documents
xero logo
xero logo

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.
Learn moreHelp

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