If you're trying to optimize your billing processes between QuickBase and Xero, this Zap offers an easy automation to save you time: once you set it up, a new sales invoice will be created on Xero for every new QuickBase entry to the table you configure, preparing all the information you need automatically as you work so it's ready when you are.
How It Works
- A new entry is added to a QuickBase table
- Zapier automatically creates a Xero sales invoice
What You Need
- QuickBase account
- Xero account
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Triggers when a new record is created.
Updates a record in a Quick Base table.
Triggered when you add a new bill. (Accounts Payable)
Creates or updates records in a Quick Base table based off a provided merge field.
Triggered when you add a new sales invoice. (Accounts Receivable)
Creates a new record in a Quick Base table.
Triggered when you add a new contact.
Creates a new sales invoice (Accounts Receivable).
Triggered when you add a new draft expense claim receipt.
Creates a new contact or updates a contact if a contact already exists.