Docspo integration with Xero
How to Creates sales invoice in Xero from new signed Docspo documents
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
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Creates sales invoice in Xero from new signed Docspo documents" and then click on "Automate".
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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 Docspo integrations
Docspo actions
Nekton can use any feature that is available in Docspo API.
Using our advanced AI, you can easily create custom automations for Docspo.
Here are some typical actions you can do in your automated workflows.
Create Client
Creates a new client
Send Document
Send a document
Create Document
Create a new document
Document Accepted
Triggers when a document changes status to accepted.
Document Expired
Triggers when a document changes status to denied.
Document Viewed
Triggers when a client views the document for the first time.
About Docspo
Send beautiful documents for eSignature.