Portal.io + Xero

Create sales invoices in Xero for updated proposals in Portal.io

Boost your sales accountability with this streamlined workflow. Whenever a proposal status is updated in Portal.io, a corresponding sales invoice is immediately created in Xero. This real-time update can minimize administrative tasks and ensure accurate billing, aligning perfectly with your sales cycle. Benefit from this seamless integration and focus more on closing deals and less on paperwork.

Boost your sales accountability with this streamlined workflow. Whenever a proposal status is updated in Portal.io, a corresponding sales invoice is immediately created in Xero. This real-time update can minimize administrative tasks and ensure accurate billing, aligning perfectly with your sales cycle. Benefit from this seamless integration and focus more on closing deals and less on paperwork.

  1. When this happens...
    Portal.ioPortal.io
    Update Proposal Status

    Triggers when a proposal status change.

    TriggerInstant
  2. automatically do this!
    XeroXero
    Create Sales Invoice

    Creates a new sales invoice (Accounts Receivable).

    ActionWrite
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Supported triggers and actions

  • Portal.io triggers, actions, and search

    Update Payment Status

    Triggers when a payment status change.

    Trigger
    Instant
    Try It
    • OrganizationRequired

    Trigger
    Polling
    Try It
portalio logo
portalio logo

About Portal.io

Portal is a service for professional installers. It aggregates industry product data and pricing, allowing pros to easily build proposals, collect customer payments and send purchase orders to suppliers.
Learn more

Related categories

  • Proposal & Invoice Management
xero logo
xero logo

About Xero

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.
Learn more

Related categories

  • Accounting

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