Create or update Xero contacts when proposals are signed in Better Proposals
When a proposal is signed in Better Proposals, this workflow seamlessly updates or creates a contact in your Xero account. This automation not only saves ample time but simplifies the process, making your accounting tasks more efficient. Perfect for businesses aiming to streamline their proposal and invoicing tasks.
When a proposal is signed in Better Proposals, this workflow seamlessly updates or creates a contact in your Xero account. This automation not only saves ample time but simplifies the process, making your accounting tasks more efficient. Perfect for businesses aiming to streamline their proposal and invoicing tasks.
- When this happens...Proposal Signed
Triggers when a proposal is signed.
- automatically do this!Create/Update Contact
Triggers when you add a new contact.
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New Proposal
Triggers when a new proposal is created.
Try ItProposal Paid
Triggers when a proposal is paid.
Try ItProposal Signed
Triggers when a proposal is signed.
Try ItOrganizationRequired
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Proposal Opened
Triggers when a proposal is opened.
Try ItProposal Sent
Triggers when a proposal is sent.
Try ItCompanyRequired
Short Description
Brand
Cover
Template
Currency
Add Tax to the Proposal?
Tax Name (e.g. VAT, IVA, GST)
Tax Percentage
Recipient First Name
Recipient Last Name
Recipient Email Address
Eligible to Sign
OrganizationRequired
Status
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