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  • Xero logoXero logo

SignNow + Xero Integrations

How to connect SignNow + Xero

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  • SignNow triggers, actions, and search
    Document Completed
    Triggers when all signers have filled in and signed the document.
    Trigger
    Instant
  • SignNow triggers, actions, and search
    Document Deleted
    Triggers when a document has been deleted.
    Trigger
    Instant
  • SignNow triggers, actions, and search
    Document Updated
    Triggers when a document has been updated.
    Trigger
    Instant
  • SignNow triggers, actions, and search
    New Document
    Triggers when a document has been uploaded to SignNow.
    Trigger
    Instant
  • SignNow triggers, actions, and search
    Cancel Invite to Sign and Delete Document
    Revokes an invite to sign. Optionally can delete a document.
    Action
    Write
  • SignNow triggers, actions, and search
    Create Document From Template & Send Free Form Invite
    Creates a new document without fillable fields from a selected template and sends an invite to a signer.
    Action
    Write
  • SignNow triggers, actions, and search
    Create Document From Template & Send Role-Based Invite
    Creates a new document with fillable fields from a selected template and sends an invite to one or multiple signers.
    Action
    Write
  • SignNow triggers, actions, and search
    Invite to Sign
    Sends an email with the invite to sign a document.
    Action
    Write
  • SignNow

    Uploads a new document.

    Scheduled

    Action

  • SignNow

    Creates a new document and converts field tags to SignNow fillable fields.

    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

How SignNow + Xero Integrations Work

  1. Step 1: Authenticate SignNow and Xero.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
signnow logo
signnow logo

About SignNow

SignNow provides a secure and easy electronic signature solution that enables you to sign, send and manage documents anywhere while using any device.
Learn more

Related categories

xero logo
xero logo

About Xero

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.

Related categories

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