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:
New Placement is added on Vincere
Create Sales invoice
What you need:
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.