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Docusign is cloud-based eSignature software with the most accurate and secure way to sign and send documents for business, legal, and medical use. Docusign is also used as a powerful workflow tool for eContracts, and e-invoicing.
Xero is a cloud-based accounting software platform for businesses from all sizes. It connects businesses with their bank, accounting tools, their accountant, payment services and third-party apps, so everything is securely available at any time, on any device.Xero Integrations
DocuSign + Google DriveSave a Signed Document from DocuSign to Google Drive Read More...
DocuSign + WordPressAdd a Signed Document from DocuSign to a WordPress Blog Read More...
WordPress + DocuSignSend envelope from template in DocuSign when a post is published on WordPress Read More...
Xero + GmailSend Gmail emails whenever new payments are received in Xero Read More...
If you need to keep your team informed about new invoices on Xero, then this integration is great for you. With this Xero – Slack integration, whenever a new invoice is created in Xero, we’ll send all related information to a chosen Slack channel without any manual effort from your end. To set up this integration, you'll just need to add channel names (single or multiple).
Note: This automation will not share already existing Xero invoices to Slack, only new ones after you've set it up.
It's easy to connect DocuSign + Xero without coding knowledge. Start creating your own business flow.
Trigger every time a new document is e-signed in DocuSign.
Triggered when you add a new bill. (Accounts Payable)
Triggered when you add a new contact.
Triggered when you receive a new payment.
Triggered when a new quote is created.
Triggered when you add a new sales invoice. (Accounts Receivable)
Create Signature Request
Transfers money between two bank accounts.
Creates a new bill (Accounts Payable).
Creates a new credit note for a contact.
Creates a new quote draft.
Applies a payment to an invoice.
Creates a new purchase order for a contact.
Creates a new sales invoice (Accounts Receivable).
Creates a new contact or updates a contact if a contact already exists.
Creates a new item or updates a item if a product already exists.
DocuSign is a company that specializes on electronic signature technpogy. This company gives business owners the ability to sign documents electronically without having to print and scan paper documents back and forth. The product was first released in 2002.
Xero is a cloud-based accounting software for small businesses. This company's motto is "Recover Faster. Pay Less Tax." The founder of this company, Rod Drury, was raised in New Zealand and moved to the United States at the age of 19 to continue his education. He moved to San Francisco to work at Rocket Lawyer. This company was the first online legal service provider in the world. In 2006, Mr. Drury founded Xero with the intention of giving small businesses a better way to manage their finances.
DocuSign has an integration with Xero so that when orders are received from DocuSign, they automatically appear on the Xero dashboard. When you make an invoice in Xero, it will automatically be sent to the customer via email by DocuSign. This integration allows businesses to save time and money by not having to repeat manual steps like printing and scanning documents back and forth.
The benefit of this integration is that customers can directly purchase goods and services from your business without having to do any paperwork or filling out forms, which saves you time and money because you no longer have to send out invoices and wait for the customer to pay your business. Also, this integration eliminates paper from your office which will not only help the environment but also helps you and your employees stay healthy because they no longer have to come into contact with paper.
"DocuSign takes care of all your document signing needs." If you want to know more about DocuSign, you can find them at www.docusign.com. If you want to learn more about how to use DocuSign, visit www.docsigndemos.com/xero-demo/. If you would like to integrate your business with Xero, visit www.xero.com/sputions/businesses/accounting-software-sputions/.
The process to integrate DocuSign and Xero may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.