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Xero + DocuSign Integrations

Syncing Xero with DocuSign is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.

About Xero

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.

About DocuSign

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.

DocuSign Integrations
DocuSign Alternatives

Connect the apps you use everyday and find your productivity super-powers.

  • Hellosign Hellosign
  • SignRequest SignRequest

Best Xero and DocuSign Integrations

  • Xero Gmail

    Xero + Gmail

    Send Gmail emails whenever new payments are received in Xero Read More...
    When this happens...
    Xero New Payment
     
    Then do this...
    Gmail Send Email
    Xero is one of the most valuable accounting software that help you manage your finances while saving you time and money. Sometimes you need to share some of the critical information on it to people who don’t have access to the software. Once active, this integration will automatically send Gmail emails to the selected recipients whenever new payments are received in Xero. Don’t wait, just sign up for Appy Pie Connect and start connecting your Xero and Gmail now!
    How this Xero - Gmail integration works
    • A new payment is received in Xero
    • Appy Pie Connect sends a Gmail email with details from the payment
    What You Need
    • A Xero account
    • A Gmail account
  • Xero Slack

    Xero + Slack

    Post a message in Slack for every new invoice on Xero Read More...
    When this happens...
    Xero New Sales Invoice
     
    Then do this...
    Slack Send Channel Message

    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.

    How this Xero – Slack integration Works
    • A new invoice is created in Xero
    • Appy Pie Connect automatically sends it to a chosen Slack channel
    What You Need
    • A Xero account
    • A Slack account
  • Xero Xero

    Paypal + Xero

    Create a Xero invoice for every PayPal sale Read More...
    When this happens...
    Xero Successful Sale
     
    Then do this...
    Xero Create Sales Invoice

    Connect Xero with PayPal and make your payment tracking process more efficient. Fast, convenient and easy to use, our automation platform allows you to set up this integration without any programming skills. After setting this integration up, Appy Pie Connect will capture every new sale from PayPal and will pass on the information to Xero where an invoice will be automatically created.

    Note: This integration will not create invoices from existing PayPal sales, but will create invoices only for the new orders after this integration has been setup.

    How this PayPal-Xero integration works
    • A new sale is made on PayPal
    • Appy Pie Connect creates a new Xero invoice from the sale
    What You Need
    • A PayPal account
    • A Xero account
  • Xero Xero

    Paypal + Xero

    Implement new PayPal sales details to Xero invoices Read More...
    When this happens...
    Xero Successful Sale
     
    Then do this...
    Xero Create Payment
    Set up this PayPal - Xero integration and we will watch your PayPal account for you. Once this integration is live, Appy Pie Connect will capture every new sale from PayPal and will automatically pass on the information to the appropriate invoice on Xero. Set up this Connect and take the repetitive, manual tasks out of accounting work.
    How this PayPal-Xero integration works
    • A new sale is made on PayPal
    • Appy Pie Connect automatically applies the information onto a Xero invoice
    What You Need
    • A PayPal account
    • A Xero account
  • Xero Xero

    + Xero

    Create Xero invoices for new invoices on Zoho Invoice Read More...
    When this happens...
    Xero New Invoice
     
    Then do this...
    Xero Create Sales Invoice
    Tired of finding and moving new invoices from your Zoho Invoice to Xero? Don’t worry, this integration will help you eliminate all the manual work associated with the process. After setting this integration up, whenever a new invoice is created on Zoho Invoice, Appy Pie Connect will automatically create its counterpart on Xero, keeping all the information together for your future needs.
    How this Zoho Invoice – Xero integration Works
    • A new invoice is created on Zoho Invoice
    • Appy Pie Connect automatically creates corresponding invoice on Xero
    What You Need
    • A Zoho Invoice account
    • A Xero account
  • Xero Xero

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Xero {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Xero + DocuSign in easier way

It's easy to connect Xero + DocuSign without coding knowledge. Start creating your own business flow.

    Triggers
  • New Bill

    Triggered when you add a new bill. (Accounts Payable)

  • New Contact

    Triggered when you add a new contact.

  • New Payment

    Triggered when you receive a new payment.

  • New Quote

    Triggered when a new quote is created.

  • New Sales Invoice

    Triggered when you add a new sales invoice. (Accounts Receivable)

  • Get Document

    Trigger every time a new document is e-signed in DocuSign.

    Actions
  • Create Bank Transfer

    Transfers money between two bank accounts.

  • Create Bill

    Creates a new bill (Accounts Payable).

  • Create Credit Note

    Creates a new credit note for a contact.

  • Create New Quote Draft

    Creates a new quote draft.

  • Create Payment

    Applies a payment to an invoice.

  • Create Purchase Order

    Creates a new purchase order for a contact.

  • Create Sales Invoice

    Creates a new sales invoice (Accounts Receivable).

  • Create/Update Contact

    Creates a new contact or updates a contact if a contact already exists.

  • Create/Update Item (Product)

    Creates a new item or updates a item if a product already exists.

  • Create Signature Request

    Create Signature Request

  • Send Envelope

    Send Envelope

How Xero & DocuSign Integrations Work

  1. Step 1: Choose Xero as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Xero with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select DocuSign as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate DocuSign with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Xero and DocuSign

  • What are Xero and DocuSign?
  • Xero is a cloud-based accounting software that allows small businesses to manage their finances online. It’s easy to use and can be accessed anywhere via the internet. Their users can access real-time financial information, make accurate forecasts, reduce administrative tasks, and pay bills online.

    DocuSign is an internet-based digital signature service that enables people to sign documents electronically, in a secure and legally binding way (DocuSign, 2018. It can be used for various kinds of documents such as contracts, agreements, and addendums. DocuSign makes it extremely easy for you to quickly send important documents to your clients and cpleagues in a safe and secure way.

    Integration of Xero and DocuSign

    Xero has partnered with DocuSign so that they can easily integrate their services and provide more value to their customers (DocuSign, 2018. They have been working together since 2016 to improve the signing experience for businesses. They have created a spution for document signings that now includes a personalized experience, easy automation, advanced security, and seamless integration with all their platforms (DocuSign, 2018. For example, integrated clients can send an invoice from Xero to DocuSign, which is then automatically converted into a legally binding electronic signature. The transaction will then be sent back to Xero where the client can easily manage it from a single location.

    Benefits of Integration of Xero and DocuSign

    The integration of DocuSign and Xero will greatly improve the document signing experience by making it fast, efficient, flexible, and secure. This will allow you to save time, reduce paperwork, and reach more customers. If you have not yet integrated your business with these platforms, you should definitely do so. To see how you can benefit from this integration, take a look at some of the benefits below.

    • Save Time. Sending a signed document via DocuSign can take less than 30 seconds! You no longer have to worry about printing documents and scanning signatures or mailing them back and forth. With DocuSign, you can send out signed documents in an instant!
    • Reduce Paperwork. Before you could only digitally sign documents using an app on your phone or computer. Now you can do it from your inbox with DocuSign. This means that you can no longer store printed copies of your signed documents in your office because it’s now completely paperless! You’ll also need to spend less time handling paper documents because the process is now completely online.
    • Reach More Customers. People love getting things done in a convenient way. If you want to boost your sales, you should try offering your clients an easier way to sign documents. You can offer them DocuSign if you have an e-commerce store or integrate it with Xero if you have an accounting software platform (Artezio, 2018. You’ll be surprised by how many sales you can get just by tapping into that demand!

    We’ve talked about the importance of integrating your business with DocuSign. This will enable you to deal with fewer paper documents around your office or on your desk. You’ll no longer need to print documents and scan signatures or mail them back and forth because DocuSign does all the work for you! Make sure to contact Xero or DocuSign if you need help setting up your account.

    The process to integrate Xero and DocuSign 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.