Survey Booker + Xero

Create contacts and sales invoices in Xero from new Survey Booker terms

When new terms are signed in Survey Booker, this integration will search for a contact in Xero by name. If a contact doesn't exist, they will be added. Then, a sales invoice will be created in Xero as well.

When new terms are signed in Survey Booker, this integration will search for a contact in Xero by name. If a contact doesn't exist, they will be added. Then, a sales invoice will be created in Xero as well.

  1. When this happens...
    Survey BookerSurvey Booker
    New Terms

    Triggers when all parties have signed e-terms and they are uploaded to Survey Booker.

    TriggerPolling
  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

  • Survey Booker triggers, actions, and search

    Customer Unsubscribed From Email

    Triggers when a customer unsubscribes from a lead nurture email.

    Trigger
    Polling
    Try It
  • Survey Booker triggers, actions, and search

    Estimated Report Date Set

    Triggers when the estimated report date has been set on Survey Booker.

    Trigger
    Polling
    Try It
  • Survey Booker triggers, actions, and search

    Inspection Date Set

    Triggers when the inspection date is set on Survey Booker. Get survey details when inspection date is set.

    Trigger
    Polling
    Try It
survey-booker logo
survey-booker logo

About Survey Booker

Survey Booker is the CRM system for Surveyors to help you grow sales, save time and manage your customers.

Related categories

  • Sales & CRM
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

Similar apps

QuickBooks Online integrationsQuickBooks Online integrations

QuickBooks Online

Accounting
FreeAgent integrationsFreeAgent integrations

FreeAgent

Accounting
Wave integrationsWave integrations

Wave

Accounting