SmartSuite + Xero
Create invoices in Xero for every new record in SmartSuite
When a new record is created in SmartSuite, use this automation to seamlessly create a corresponding sales invoice in the Xero app. This provides a practical solution to streamline and optimize your financial documentation process, ensuring you never miss out on sending a sales invoice when a record is made. It's a straightforward way to simplify your finance tasks while increasing efficiency.
When a new record is created in SmartSuite, use this automation to seamlessly create a corresponding sales invoice in the Xero app. This provides a practical solution to streamline and optimize your financial documentation process, ensuring you never miss out on sending a sales invoice when a record is made. It's a straightforward way to simplify your finance tasks while increasing efficiency.
- When this happens...Create Record
Triggers when new record is created.
- automatically do this!Create Sales Invoice
Creates a new sales invoice (Accounts Receivable).
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