Xero integration with Microsoft Office 365
How to Create SigningHub documents from new Xero sales invoices and send them via Microsoft Office 365
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 "Create SigningHub documents from new Xero sales invoices and send them via Microsoft Office 365" 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 SigningHub integrations
SigningHub actions
Nekton can use any feature that is available in SigningHub API.
Using our advanced AI, you can easily create custom automations for SigningHub.
Here are some typical actions you can do in your automated workflows.
Add Digital Signature
Add a Digital Signature field to a document
Add User
Add recipient to a workflow
Create Package
This is used to create a package to hold one or more documents
Download Package
Download a signed package in binary format
Add Document
Add a document to a document package
Add Electronic Signature
Add Electronic Signature field to a Document
About SigningHub
SigningHub is an e-signature service with a powerful workflow engine that boosts team productivity by automating repetitive document and sign-off processes.