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The Customer Factor + Xero

Create The Customer Factor invoices for new invoices in Xero

Capturing invoice info is a must to keep you organized - make sure things don't slip through the cracks. When you create an invoice in Xero, this Zapier Integration will add an invoice in The Customer Factor. Coordinating invoice info between systems has never been easier to do.

Capturing invoice info is a must to keep you organized - make sure things don't slip through the cracks. When you create an invoice in Xero, this Zapier Integration will add an invoice in The Customer Factor. Coordinating invoice info between systems has never been easier to do.

  1. When this happens...
    XeroXero
    New Sales Invoice

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

    TriggerScheduled
  2. automatically do this!
    The Customer FactorThe Customer Factor
    Create Job or Invoice

    This action will create a job with or without invoice in The Customer Factor

    ActionWrite
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Supported triggers and actions

What does this mean?
    • OrganizationRequired

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Payment Type

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Quote Status

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Status

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Status

    • Type

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Purchase Order Status

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    Trigger
    Scheduled
    Try It
the-customer-factor logo
the-customer-factor logo

About The Customer Factor

The Customer Factor is a software where users can register, store their contacts, their appointments, invoices, etc.,
Learn more

Related categories

  • Databases
xero logo

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