PandaDoc + Xero

Create sales invoices in Xero when document statuses are updated in PandaDoc

When a document status changes in PandaDoc, keep your financial records up-to-date by creating a new sales invoice in Xero. This automation ensures you always have current and accurate billing information, enhancing your efficiency and saving you time spent on manual data transfers. Capitalize on the seamless workflow to streamline your invoicing processes.

When a document status changes in PandaDoc, keep your financial records up-to-date by creating a new sales invoice in Xero. This automation ensures you always have current and accurate billing information, enhancing your efficiency and saving you time spent on manual data transfers. Capitalize on the seamless workflow to streamline your invoicing processes.

  1. When this happens...
    PandaDocPandaDoc
    Document Status Changed

    Triggers when a document status changes to draft, sent, viewed, completed, paid, etc.

    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

    • Source

    • Document Status

    Trigger
    Instant
    Try It
    • warning

    • EmailRequired

    • First name

    • Last name

    • Company

    • Phone

    • Title

    • Street Address

    • City

    • Postal Code

    • Country

    • State

    Action
    Write
    • EmailRequired

    • First name

    • Last name

    • Company

    • Phone

    • Job Title

    • Street Address

    • City

    • Postal Code

    • Country

    • State

    Action
    Write
pandadoc logo
pandadoc logo

About PandaDoc

PandaDoc is an all-in-one software that streamlines your sales workflows. Create, send, track, and eSign client-facing documents designed to win more business.
Learn more

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  • Documents

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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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