How to connect SignNow + Xero
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- Document CompletedTriggers when all signers have filled in and signed the document.Trigger
- Document DeletedTriggers when a document has been deleted.Trigger
- Document UpdatedTriggers when a document has been updated.Trigger
- New DocumentTriggers when a document has been uploaded to SignNow.Trigger
- Cancel Invite to Sign and Delete DocumentRevokes an invite to sign. Optionally can delete a document.Action
- Create Document From Template & Send Free Form InviteCreates a new document without fillable fields from a selected template and sends an invite to a signer.Action
- Create Document From Template & Send Role-Based InviteCreates a new document with fillable fields from a selected template and sends an invite to one or multiple signers.Action
- Invite to SignSends an email with the invite to sign a document.Action
- 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
- 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.
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