Proposify

Proposify + Xero Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Proposify and Xero, with as many as 58 possible integrations. Are you ready to find your productivity superpowers?

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Xero is a Premium integration on Zapier.

It's easy to connect Proposify + Xero and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
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Proposal Won

Triggers when a proposal is accepted by a client.

Create Client

Creates a new client.

Client Commented on a Proposal

Triggers when a client has left a comment on the client view.

Create Proposal

Creates a new proposal.

Proposal Created

Triggers when a proposal is created.

Create Sales Invoice

Creates a new sales invoice (Accounts Receivable).

New Bill

Triggered when you add a new bill. (Accounts Payable)

Create/Update Contact

Creates a new contact or updates a contact if a contact already exists.

New Sales Invoice

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

Create Bill

Creates a new bill (Accounts Payable).

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Streamline your proposals in the cloud with designer-friendly proposal software.

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.

See Xero Integrations