17hats + Xero
Generate Xero invoices from updated 17hats contacts
Boost your invoicing efficiency with this workflow. When you update a contact in 17hats, it simultaneously initiates the creation of a sales invoice in Xero. This automation negates the need for repetitive data entry and helps maintain accurate financial records. Ideal for entrepreneurs, small businesses and freelancers seeking a streamlined way to manage invoicing and client updates.
Boost your invoicing efficiency with this workflow. When you update a contact in 17hats, it simultaneously initiates the creation of a sales invoice in Xero. This automation negates the need for repetitive data entry and helps maintain accurate financial records. Ideal for entrepreneurs, small businesses and freelancers seeking a streamlined way to manage invoicing and client updates.
- When this happens...Updated Contact
Triggers when an already existing contact is updated.
- automatically do this!Create Sales Invoice
Creates a new sales invoice (Accounts Receivable).
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New Contact
Triggers when a new contact is created.
Try ItIs Company?Required
First NameRequired
TypeRequired
Last Name
Title
Company Name
Primary E-mail Address
Other E-mail Addresses
Primary Phone Number
Other Phone Numbers
Address Line 1
Address Line 2
City
State
ZIP Code
Country
Birthday
Facebook Id
Instagram Id
Linkedin Id
Referred By
Twitter Id
Pinterest Id
Website
Tags
Notes
NameRequired
Company Name
Email
Phone Number
OrganizationRequired
Try It
Updated Contact
Triggers when an already existing contact is updated.
Try ItContactRequired
Is Company?Required
First NameRequired
TypeRequired
Last Name
Title
Company Name
Primary E-mail Address
Other E-mail Addresses
Primary Phone Number
Other Phone Numbers
Address Line 1
Address Line 2
City
State
ZIP Code
Country
Birthday
Facebook Id
Instagram Id
Linkedin Id
Referred By
Twitter Id
Pinterest Id
Website
Tags
Notes
NameRequired
Company Name
Email
Phone Number
Is Company?Required
First NameRequired
TypeRequired
Last Name
Title
Primary E-mail Address
Other E-mail Addresses
Primary Phone Number
Other Phone Numbers
Address Line 1
Address Line 2
City
State
ZIP Code
Country
Birthday
Facebook Id
Instagram Id
Linkedin Id
Referred By
Twitter Id
Pinterest Id
Website
Tags
Notes
OrganizationRequired
Status
Try It
