Proposify + Xero
Create new Xero sales invoices for won Proposify proposals
Effortlessly manage your sales process by connecting Proposify and Xero with this efficient workflow. When a proposal is marked as won in Proposify, an invoice will be created in Xero, streamlining your invoicing procedure and ensuring consistent records. Simplify your sales administration and spend more time focusing on growing your business.
Effortlessly manage your sales process by connecting Proposify and Xero with this efficient workflow. When a proposal is marked as won in Proposify, an invoice will be created in Xero, streamlining your invoicing procedure and ensuring consistent records. Simplify your sales administration and spend more time focusing on growing your business.
- When this happens...Proposal Won
Triggers when a proposal is accepted 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
