Create invoices and person records in Xero when opportunities reach a certain pipeline stage in ProsperWorks

When a deal is won, there's still work to be done. Cut out some of the admin steps with this automation. After you set it up, move a deal to the "Create Invoice" stage in ProsperWorks and Zapier will automatically create an invoice and person record in Xero for that opportunity.

How this ProsperWorks-Xero integration works

  1. An opportunity is moved to a designated pipeline stage, ie "Send Invoice"
  2. Zapier creates an invoice and person record in Xero for that opportunity

Apps involved

  • ProsperWorks
  • Xero
Create invoices and person records in Xero when opportunities reach a certain pipeline stage in ProsperWorks
ProsperWorks integration logo

ProsperWorks CRM helps you and your team sell more faster by identifying, organizing and tracking contacts and sales opportunities right in Gmail. Since ProsperWorks requires far less data entry, salespeople can focus on their deals and managers can make better decisions with accurate, real-time data. Set up takes less than five minutes and there is minimal training required.

Xero integration logo

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.

Xero Connected App

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