Docusign + Xero

Update Xero sales invoices when Docusign envelope status changes

Easily streamline your invoicing process with this efficient workflow. Whenever the status of an envelope is updated in Docusign, a new sales invoice is generated in Xero. This automation assists in ensuring that all your financial records are updated promptly and accurately, saving valuable time and effort. Carry on with your day knowing your invoicing needs are taken care of.

Easily streamline your invoicing process with this efficient workflow. Whenever the status of an envelope is updated in Docusign, a new sales invoice is generated in Xero. This automation assists in ensuring that all your financial records are updated promptly and accurately, saving valuable time and effort. Carry on with your day knowing your invoicing needs are taken care of.

  1. When this happens...
    DocusignDocusign
    Envelope Status Updated

    Triggers when an envelope is sent, completed, signed, voided, or declined. When this step triggers, Zapier will temporarily store documents in your envelope for processing and replaying in later Zap steps and data associated with the selected envelope. Some data may be unavailable if you do not have full access to the envelope.

    TriggerPolling
  2. automatically do this!
    XeroXero
    Create Sales Invoice

    Creates a new sales invoice (Accounts Receivable).

    ActionWrite
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Supported triggers and actions

  • Docusign triggers, actions, and search

    Click Declined

    Triggers when a recipient declined a clickwrap agreement.

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

    Envelope Completed

    Triggers when an envelope is completed.

    Trigger
    Instant
    Try It
docusign logo
docusign logo

About Docusign

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
Learn more

Related categories

  • Signatures

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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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