Loading

Vism + Xero

Create Xero sales invoices for newly approved Vism jobs

Whenever a new job is approved in Vism, a Xero sales invoice will be created automatically. By default, it will be set to a draft, though you can change that if you'd like!

Whenever a new job is approved in Vism, a Xero sales invoice will be created automatically. By default, it will be set to a draft, though you can change that if you'd like!

  1. When this happens...
    VismVism
    Job Status Change to Approved

    Triggers when a job is updated to Approved status.

    TriggerInstant
  2. automatically do this!
    XeroXero
    Create Sales Invoice

    Creates a new sales invoice (Accounts Receivable).

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
  • Vism triggers, actions, and search

    New Job in Awaiting Resource Status

    Triggers when a new job is created with Awaiting Resource status.

    Trigger
    Instant
    Try It
  • Vism triggers, actions, and search

    Job Status Change From Draft to Awaiting Resource

    Triggers when a job is updated from Draft to Awaiting Resource status

    Trigger
    Instant
    Try It
    • OrganizationRequired

    Trigger
    Scheduled
    Try It
  • Vism triggers, actions, and search

    New Job With Draft Status

    Triggers when a new job is created with Draft status

    Trigger
    Instant
    Try It
  • Vism triggers, actions, and search

    Job Status Change to Approved

    Triggers when a job is updated to Approved status.

    Trigger
    Instant
    Try It
    • OrganizationRequired

    • Status

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Status

    • Type

    Trigger
    Scheduled
    Try It
vism logo
vism logo

About Vism

Vantage is a project management platform for signage and print.
Help

Related categories

  • Team Collaboration
xero logo

Related categories

Similar apps

QuickBooks Online integrationsQuickBooks Online integrations

QuickBooks Online

Accounting
FreeAgent integrationsFreeAgent integrations

FreeAgent

Accounting
Wave integrationsWave integrations

Wave

Accounting