Better Proposals integration with Xero
How to Add paid proposals from Better Proposals to Xero as invoices
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
-
Click on the "Create new workflow" button, and then add "Automated step".
-
Set the step description to "Add paid proposals from Better Proposals to Xero as invoices" and then click on "Automate".
-
Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Better Proposals integrations
Better Proposals actions
Nekton can use any feature that is available in Better Proposals API.
Using our advanced AI, you can easily create custom automations for Better Proposals.
Here are some typical actions you can do in your automated workflows.
Create a Proposal
Creates a new proposal.
New Proposal
Triggers when a new proposal is created.
Proposal Paid
Triggers when a proposal is paid.
Proposal Signed
Triggers when a proposal is signed.
Proposal Opened
Triggers when a proposal is opened.
Proposal Sent
Triggers when a proposal is sent.
About Better Proposals
Better Proposals is a simple, web-based proposal creation tool that lets you send professionally designed proposals.