Tallyfy + Xero
Launch custom processes on Tallyfy when you create new sales invoices in Xero
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.
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.
- When this happens...New Sales Invoice
Triggers when you add a new sales invoice. (Accounts Receivable).
- automatically do this!Launch Process
Launch a new process using a templates.
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