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Zapier & Vincere: Create an invoice in Xero when new placement is made on Vincere

Learn how to to create an invoice in Xero when a new placement is made on Vincere

Written by Adam

What is Xero?

Xero is an online accounting software that helps small businesses save time and grow.

Learn more about Xero here.

What this zap does:

By using this zap, when a new placement is made in Vincere, an invoice will be created in Xero.

This is perfect if you want to create a Sales invoice in Xero when a new placement is made on Vincere

How it works:

  1. New Placement is added on Vincere

  2. Create Sales invoice

What you need:

  1. Vincere account

  2. Xero account

1/ Set up the trigger

Trigger to use: New Placement is added on Vincere

2/ Select your Vincere Account:

3/ Set up the Action

Action to use: Create Sales Invoice

4/ Select your Xero Account 

5/ Now map the data that you want to pull from Vincere and push to Xero:

6/ Test & Continue

Finally, turn the zap on! Your zap is ready for action.

#TheVincereWay

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