When this happens...
XeroNew Sales Invoice
Then do this...
TallyfyLaunch Process

Sales invoices "look" simple. However, in mid-size and larger teams where you need to do much more than just create a sales invoice. You might need to check on pricing, profits margins, timelines, available resources, and so much more. With this awesome integration, when a new sales invoice is created in Xero - you can either do a set process for making sure it's right, or run a set process after it's been sent to the customer.

Note - create your blueprint in Tallyfy first.

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When this happens...
then do this!
New Bill

Triggered when you add a new bill. (Accounts Payable)

Create Task

Creates a standalone task.

New Sales Invoice

Triggered when you add a new sales invoice. (Accounts Receivable)

Mark Process Task Complete

Mark process task complete.

New Contact

Triggered when you add a new contact.

Start Process

Launch a new process using a blueprint.

New Expense Claim Receipt

Triggered when you add a new draft expense claim receipt.

Create Sales Invoice

Creates a new sales invoice (Accounts Receivable).

New Payment

Triggered when you receive a new payment.

Create/Update Contact

Creates a new contact or updates a contact if a contact already exists.

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Tallyfy is a workflow platform that eliminates chaos from your repeatable processes - freeing up your time.

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.

See Xero Integrations