ServeManager + Xero
Create Sales Invoice in Xero from ServeManager Invoice
This Zapier Integration creates a new Xero sales invoice when a ServeManager invoice is issued. Keep your Xero account up to date with ServeManager's invoices. No more double data entry of your accounting data!
This Zapier Integration creates a new Xero sales invoice when a ServeManager invoice is issued. Keep your Xero account up to date with ServeManager's invoices. No more double data entry of your accounting data!
Invoice IssuedTriggers when an invoice is issued.Trigger- New AffidavitTriggers when a new affidavit document is created.Trigger
- New AttemptTriggers when a new attempt is logged.Trigger
- New CompanyTriggers when a new company is created.Trigger
- New JobTriggers when new job is created.Trigger
- Create CompanyCreates a new company.Action
- Create Court CaseCreates a Court Case.Action
- Upload FileUpload a file to an existing job.Action
- ServeManager
Creates a new job.
Scheduled
Action
- ServeManager
Create a new note on a job.
Scheduled
Action
- ServeManager
Find an existing company.
Scheduled
Action
- ServeManager
Find an existing court case.
Scheduled
Action
- ServeManager
Finds an existing job.
Scheduled
Action
- ServeManager
Find or Create Company
Scheduled
Action
- ServeManager
Find or Create Court Case
Scheduled
Action
- ServeManager
Find or Create Job
Scheduled
Action
- Xero
Triggers when a new bank transaction is created.
Scheduled
Trigger
- Xero
Triggers when you add a new bill. (Accounts Payable)
Scheduled
Trigger
- Xero
Triggers when you add a new contact.
Scheduled
Trigger
- Xero
Triggers when you receive a new payment.
Scheduled
Trigger
- Xero
Triggers when a new purchase order is created or enters a status for the first time.
Scheduled
Trigger
- Xero
Triggers when a new quote is created.
Scheduled
Trigger
- Xero
Triggers when you add a new draft expense claim receipt.
Scheduled
Trigger
- Xero
Triggers when you add a new sales invoice. (Accounts Receivable)
Scheduled
Trigger
- Xero
Adds line items to an existing sales invoice.
Scheduled
Action
- Xero
Creates a new Spend/Receive Money bank transaction.
Scheduled
Action
- Xero
Transfers money between two bank accounts.
Scheduled
Action
- Xero
Creates a new contact or updates a contact if a contact already exists.
Scheduled
Action
- Xero
Creates a new quote draft.
Scheduled
Action
- Xero
Creates a new credit note for a contact.
Scheduled
Action
- Xero
Sends an invoice via email.
Scheduled
Action
- Xero
Creates a new bill (Accounts Payable).
Scheduled
Action
- Xero
Creates a new sales invoice (Accounts Receivable).
Scheduled
Action
- Xero
Applies a payment to an invoice.
Scheduled
Action
- Xero
Creates a new purchase order for a contact.
Scheduled
Action
- Xero
Finds a contact by name or account number.
Scheduled
Action
- Xero
Finds an invoice by number or reference.
Scheduled
Action
- Xero
Finds or creates a specific contact.
Scheduled
Action
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