SignNow + Xero Integrations

How to connect SignNow + Xero

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Create and send SignNow documents from templates for new Xero payments
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Xero + SignNow

Create and send SignNow documents from templates for new Xero payments

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Xero + SignNow

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Supported triggers and actions

What does this mean?

- Template
  Select a template for the trigger to fire on. If none selected, trigger will fire on all completed documents.
- Return PDF of DocumentRequired
  Returns a link to the PDF download of the document if selected YES.
- Return Document HistoryRequired
  Returns a link to the PDF download of the document with an attachment of the full audit trail.
- Return ZIPRequired
  Returns a link to ZIP archive that contains PDF of a document and document's attached files. If you select YES to all the fields, three different links will be returned.
Trigger
Instant
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- Return PDF of DocumentRequired
  Returns a link to the PDF download of the document if selected YES.
- Return Document HistoryRequired
  Returns a link to the PDF download of the document with an attachment of the full audit trail. If you select YES to both fields, two different links will be returned.
Trigger
Instant
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- DocumentRequired
- ActionRequired
  Select an action on a document.
Action
Write
- TemplateRequired
  Select the Template to create a document from.
- Document NameRequired
  The name of the new document that will be generated from a template.
- FromRequired
  NOTE: Please, provide the email address you use to log in to SignNow.
- CC
  Separate the email addresses of CC recipients with a comma. I.e.: marketing@acer.inc, sales@acer.inc
- Subject
- Message
- Redirect After Signing
  Automatically redirect to this site after the document has been completed.
- Payment Settings | Merchant Account
- Payment Settings | Payer
- Payment Settings | Currency
- Payment Settings | Payment Amount
- On Completion
- Line Wrapping
  Select a way for line wrapping in locked custom fields.
Action
Write
- FileRequired
  Select the file icon by the field label to find more information about expected values for this field.
- Document Name
  Name for your document.
Action
Write

- Api Docs Info
  API docs for SignNow are located here https://campus.barracuda.com/product/signnow/doc/41113461/rest-endpoints-api/
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- Status
Trigger
Scheduled
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- Payment Type
Trigger
Scheduled
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New Expense Claim Receipt
Triggers when you add a new draft expense claim receipt.
Trigger
Scheduled
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- InvoiceRequired
- Item Code
  You must provide either an Item Code or both a Description and a Unit Price.
- Description
  If no Item Code is provided, this field is required.
- QuantityRequired
- Unit Price
  If no Item Code is provided, this field is required.
- Discount %
- Account
- Tax Rate
  Only specify if you want to override the default tax type for the account above.
Action
Write
- From AccountRequired
  The bank account the payment is being made from.
- To AccountRequired
  The bank account the payment is being made to.
- AmountRequired
- Date
Action
Write
- ContactRequired
- Date
  Defaults to current date if not specified.
- Expiry
- Quote Number
  If you want Xero to auto-generate a Quote Number for you, leave this field blank.
- Reference
- Theme
- Title
- Summary
- Currency
- Amounts Are
  Defaults to Tax Exclusive if not specified
- Item Code
- DescriptionRequired
- Quantity
- Unit Price
- Discount %
- Account
- Tax Rate
- Terms
Action
Write
- Invoice NumberRequired
  To email an invoice, it must have a status of Awaiting Approval, Awaiting Payment or Paid. The email will be sent to the primary email address of the contact on the invoice and any others marked as "Include in emails." The subject and body of the email will be based on the default email template.
Action
Write
- Contact NameRequired
- Email Address
- Status
  Defaults to Draft if not specified.
- Date
  Defaults to creation date if not specified.
- Due Date
  A due date is required for approved invoices.
- Currency
  Default currency for organization will be used if not specified.
- Url
  URL link to a source document.
- Attachment
- Branding Theme
  The branding theme to use for this invoice.
- Number
  Unique alpha numeric code identifying invoice - leave blank for auto-generated value.
- Reference
  An additional reference number
- Url
  URL link to a source document.
- Sent To Contact
  Mark invoice as "sent" (note: does not actually send an email). This can be set only on invoices that have a status of "approved" You can set this in the Status field above.
- Line Items Type
  Line amounts are exclusive of tax by default if you don't specify this element.
- Item Code
  You must provide either an Item Code or both a Description and a Unit Price.
- Description
  If no Item Code is provided, this field is required.
- QuantityRequired
- Unit Price
  If no Item Code is provided, this field is required.
- Discount %
- Account
- Tax Rate
  Only specify if you want to override the default tax type for the account above.
- Tracking
  For example: Region - West Coast - see Setting > General Settings > Tracking in Xero for your tracking categories and options.
Action
Write
- Contact (supplier)Required
- Date
  When the purchase order was issued. Defaults to today's date if not specified.
- Delivery Date
- Order Number
  If left blank, Xero will auto-generate this from your default invoice numbering.
- Reference
- Theme
- Currency
- Tax Type
- Item Code
  You must provide either an Item Code or both a Description and a Unit Price.
- Description
  If no Item Code is provided, this field is required.
- QuantityRequired
- Unit Price
  If no Item Code is provided, this field is required.
- Discount %
- Account
- Tax Rate
  Only specify if you want to override the default tax type for the account above.
Action
Write
- Api Docs Info
  API docs for Xero are located here https://developer.xero.com/documentation/api/accounting/overview
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- Search ByRequired
Action
Search

Document Deleted
Triggers when a document has been deleted.
Trigger
Instant
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- Return PDF of DocumentRequired
  Returns a link to the PDF download of the document if selected YES.
- Return Document HistoryRequired
  Returns a link to the PDF download of the document with an attachment of the full audit trail. If you select YES to both fields, two different links will be returned.
Trigger
Instant
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- TemplateRequired
  Select the Template to create a document from.
- Document NameRequired
  The name of the new document that will be generated from a template.
- FromRequired
  NOTE: Please, provide the email address you use to log in to SignNow.
- ToRequired
  Type in the signer’s email address.
- Subject
- Message
- Redirect After Signing
  Automatically redirect to this site after the document has been completed.
Action
Write
- DocumentRequired
- From Email AddressRequired
- To Email AddressRequired
- Subject
- Message
- Redirect After Signing
  Automatically redirect to this site after the document has been completed.
Action
Write
- FileRequired
  Provide a document containing field tags. Learn more about SignNow field tags.
- Document Name
  Name for your document.
Action
Write
New Bank Transaction
Triggers when a new bank transaction is created.
Trigger
Scheduled
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New Contact
Triggers when you add a new contact.
Trigger
Scheduled
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- Quote Status
  If left empty, Zapier will trigger on all new quotes, regardless of status.
Trigger
Scheduled
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- Status
Trigger
Scheduled
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- Transaction TypeRequired
- ContactRequired
- Bank AccountRequired
- Date
Action
Write
- Contact NameRequired
- Account Number
- Primary Person - First Name
- Primary Person - Last Name
- Primary Person - Email
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Address Type Of
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Tax Number
  Also known as the ABN (Australia), GST Number (New Zealand), VAT Number (UK) or Tax ID Number (US and global) depending on which regionalized version of Xero you use.
- Bank Account Number
- Groups
  Add contact to selected group(s). Does not replace contact's existing groups.
Action
Write
- TypeRequired
- ContactRequired
- Date
  Defaults to today's date if not specified.
Action
Write
- Contact NameRequired
- Email Address
- Status
  Defaults to Draft if not specified.
- Date
  Defaults to creation date if not specified.
- Due Date
  A due date is required for approved invoices.
- Currency
  Default currency for organization will be used if not specified.
- Url
  URL link to a source document.
- Attachment
- Branding Theme
  The branding theme to use for this invoice.
- Reference
  Non-unique alpha numeric code identifying the bill.
- Url
  URL link to a source document.
- Line Items Type
  Line amounts are exclusive of tax by default if you don't specify this element.
- Item Code
  You must provide either an Item Code or both a Description and a Unit Price.
- Description
  If no Item Code is provided, this field is required.
- QuantityRequired
- Unit Price
  If no Item Code is provided, this field is required.
- Account
- Tax Rate
  Only specify if you want to override the default tax type for the account above.
- Tracking
  For example: Region - West Coast - see Setting > General Settings > Tracking in Xero for your tracking categories and options.
Action
Write
- Document Type
  What you'll you provide the ID or number for via the next field.
- Document ID or NumberRequired
  The ID or Number for the selected Document Type.
- Paid ToRequired
  The bank account or clearing account the payment is being made to.
- Date
- Currency Rate
  Exchange rate when payment is received. Only used for non base currency invoices.
- AmountRequired
- Reference
  An optional description for the payment.
Action
Write
- Owner
  Determines which App Extensions will appear in the dropdown below.
- App ExtensionRequired
Action
Write
- Search ByRequired
Action
Search
- Search ByRequired
- Contact NameRequired
- Account Number
- Primary Person - First Name
- Primary Person - Last Name
- Primary Person - Email
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Address Type Of
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Tax Number
  Also known as the ABN (Australia), GST Number (New Zealand), VAT Number (UK) or Tax ID Number (US and global) depending on which regionalized version of Xero you use.
- Bank Account Number
- Groups
  Add contact to selected group(s). Does not replace contact's existing groups.
Action
Search or write

How SignNow + Xero Integrations Work

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

Connect apps

Connect SignNow + Xero

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

Signatures

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.

Learn more

Related categories

Accounting

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SignNow + Xero Integrations

How to connect SignNow + Xero

Create and send SignNow documents from templates for new Xero payments

Create and send SignNow documents from templates for new Xero payments

Connect your apps and automate workflows

Document Completed

Template

Return PDF of DocumentRequired

Return Document HistoryRequired

Return ZIPRequired

Document Updated

Return PDF of DocumentRequired

Return Document HistoryRequired

Cancel Invite to Sign and Delete Document

DocumentRequired

ActionRequired

Create Document From Template & Send Role-Based Invite

TemplateRequired

Document NameRequired

FromRequired

CC

Subject

Message

Redirect After Signing

Payment Settings | Merchant Account

Payment Settings | Payer

Payment Settings | Currency

Payment Settings | Payment Amount

On Completion

Line Wrapping

Upload Document

FileRequired

Document Name

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

New Bill

Status

New Payment

Payment Type

New Expense Claim Receipt

Add Items to Existing Sales Invoice

InvoiceRequired

Item Code

Description

QuantityRequired

Unit Price

Discount %

Account

Tax Rate

Create Bank Transfer

From AccountRequired

To AccountRequired

AmountRequired

Date

Create New Quote Draft

ContactRequired

Date

Expiry

Quote Number

Reference

Theme

Title

Summary

Currency

Amounts Are

Item Code

DescriptionRequired

Quantity

Unit Price

Discount %

Account

Tax Rate

Terms

Send Sales Invoice By Email