Quickbase + Xero

Create Xero sales invoices from new QuickBase table entries

If you're trying to optimize your billing processes between QuickBase and Xero, this Zap offers an easy automation to save you time: once you set it up, a new sales invoice will be created on Xero for every new QuickBase entry to the table you configure, preparing all the information you need automatically as you work so it's ready when you are.

If you're trying to optimize your billing processes between QuickBase and Xero, this Zap offers an easy automation to save you time: once you set it up, a new sales invoice will be created on Xero for every new QuickBase entry to the table you configure, preparing all the information you need automatically as you work so it's ready when you are.

  1. When this happens...
    QuickbaseQuickbase
    New Record

    Triggers when a new record is created.

    TriggerScheduled
  2. automatically do this!
    XeroXero
    Create Sales Invoice

    Creates a new sales invoice (Accounts Receivable).

    ActionWrite
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Supported triggers and actions

    • ApplicationRequired

    • TableRequired

    • Criteria Field

    • Criteria Operator

    • Criteria Value

    Trigger
    Scheduled
    Try It
    • ApplicationRequired

    • TableRequired

    Action
    Write
    • ApplicationRequired

    • TableRequired

    • Record IDRequired

    Action
    Write
    • ApplicationRequired

    • TableRequired

    • Criteria Match ConditionRequired

    • Criteria Field

    • Criteria Operator

    • Criteria Value

    • Criteria Set 2: Field

    • Criteria Set 2: Operator

    • Criteria Set 2: Value

    • Criteria Set 3: Field

    • Criteria Set 3: Operator

    • Criteria Set 3: Value

    • Criteria Set 4: Field

    • Criteria Set 4: Operator

    • Criteria Set 4: Value

    • Criteria Set 5: Field

    • Criteria Set 5: Operator

    • Criteria Set 5: Value

    • Sort Field

    • Sort Order

    Action
    Search or write
    • ApplicationRequired

    • TableRequired

    Action
    Write
    • ApplicationRequired

    • TableRequired

    • Record IDRequired

    Action
    Write
    • ApplicationRequired

    • TableRequired

    • Criteria Match ConditionRequired

    • Criteria Field

    • Criteria Operator

    • Criteria Value

    • Criteria Set 2: Field

    • Criteria Set 2: Operator

    • Criteria Set 2: Value

    • Criteria Set 3: Field

    • Criteria Set 3: Operator

    • Criteria Set 3: Value

    • Criteria Set 4: Field

    • Criteria Set 4: Operator

    • Criteria Set 4: Value

    • Criteria Set 5: Field

    • Criteria Set 5: Operator

    • Criteria Set 5: Value

    • Sort Field

    • Sort Order

    Action
    Search
    • OrganizationRequired

    Trigger
    Scheduled
    Try It
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quickbase logo

About Quickbase

Quickbase makes it easy to create custom applications and workflows to streamline processes, with IT visibility and control.

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  • Databases

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xero logo
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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.
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