SignNow + Xero

Create and send SignNow documents from templates for new Xero payments

Speed up your payment processing and document signing workflows with this automation. When a new payment is recorded in Xero, a document will be created from a template in SignNow and a role-based invite will be sent out for signing. Streamline your financial processes while ensuring important documents are signed and delivered efficiently.

Speed up your payment processing and document signing workflows with this automation. When a new payment is recorded in Xero, a document will be created from a template in SignNow and a role-based invite will be sent out for signing. Streamline your financial processes while ensuring important documents are signed and delivered efficiently.

  1. When this happens...
    XeroXero
    New Payment

    Triggers when you receive a new payment.

    TriggerScheduled
  2. automatically do this!
    SignNowSignNow
    Create Document From Template & Send Role-Based Invite

    Creates a new document with fillable fields from a selected template and sends an invite to one or multiple signers.

    ActionWrite
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Supported triggers and actions

    • OrganizationRequired

    Trigger
    Scheduled
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    • OrganizationRequired

    Trigger
    Scheduled
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    • OrganizationRequired

    • Days OverdueRequired

    Trigger
    Scheduled
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    • OrganizationRequired

    • Project State

    Trigger
    Scheduled
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    • OrganizationRequired

    • Status

    Trigger
    Scheduled
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    • OrganizationRequired

    • Status

    • Type

    Trigger
    Scheduled
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    • OrganizationRequired

    • Payment Type

    Trigger
    Scheduled
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    • OrganizationRequired

    • Purchase Order Status

    Trigger
    Scheduled
    Try It
signnow logo
signnow logo

About SignNow

SignNow provides a secure and easy electronic signature solution that enables you to sign, send and manage documents anywhere while using any device.

Related categories

  • Signatures
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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