Proposify + Xero
Create Xero sales invoices when new Proposify proposals are signed
Automate your invoicing process with this Proposify-Xero integration. When a proposal is signed in Proposify, this workflow will create a new sales invoice in Xero, streamlining your billing and saving you time. Keep your accounting up-to-date and ensure that signed proposals are swiftly invoiced to your clients.
Automate your invoicing process with this Proposify-Xero integration. When a proposal is signed in Proposify, this workflow will create a new sales invoice in Xero, streamlining your billing and saving you time. Keep your accounting up-to-date and ensure that signed proposals are swiftly invoiced to your clients.
- When this happens...Proposal Signed
Triggers when a proposal is signed by a client.
- automatically do this!Create Sales Invoice
Creates a new sales invoice (Accounts Receivable).
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Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Try ItProposal Created
Triggers when a proposal is created.
Try ItProposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Try ItProposal Viewed
Triggers when a proposal is viewed by a client.
Try It
