Survey Booker + Xero
Send Xero invoices when new terms are received in Survey Booker
Looking to streamline your invoicing workflows? This integration can help. It's a three-step zap that automates the creation of a customer and invoice in your Xero account and sends the invoice to the customer automatically, as soon as terms are received in Survey Booker.
Looking to streamline your invoicing workflows? This integration can help. It's a three-step zap that automates the creation of a customer and invoice in your Xero account and sends the invoice to the customer automatically, as soon as terms are received in Survey Booker.
- When this happens...New Terms
Triggers when all parties have signed e-terms and they are uploaded to Survey Booker.
- automatically do this...Create Sales Invoice
Creates a new sales invoice (Accounts Receivable).
- then do this!Send Sales Invoice by Email
Send Sales Invoice by Email
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Customer Resubscribes to Marketing Email
Triggers when a customer opts back in to marketing emails.
Try ItEstimated Report Date Rescheduled
Triggers when the estimated report date is rescheduled on Survey Booker.
Try ItInspection Date Rescheduled
Triggers when the inspection date has been rescheduled on Survey Booker.
Try ItNew Customer
Triggers when a new unique customer is added to Survey Booker. Add new customer details to other apps.
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Customer Unsubscribed From Email
Triggers when a customer unsubscribes from a lead nurture email.
Try ItEstimated Report Date Set
Triggers when the estimated report date has been set on Survey Booker.
Try ItInspection Date Set
Triggers when the inspection date is set on Survey Booker. Get survey details when inspection date is set.
Try ItNew Payment
Triggers when a new payment is received.
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