An automated workflow using zapier
Connects eSign Genie + Xero
Generate payments in Xero for new completed eSign Genie documents
About this workflow template
This automation scenario allows you to connect eSign Genie and Xero
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
eSign Genie and Xero can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in eSign Genie
Document Executed in eSign Genie
Triggers when ALL PARTIES have signed the Document. Triggers for a Single Party Document as well. Available for our Paid or Trial Business Premium accounts.
Then this action happens in Xero
Create Payment in Xero
Applies a payment to an invoice.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Generate payments in Xero for new completed eSign Genie documents.
Part I
Configure Applications
First, we need to connect eSign Genie and Xero to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect eSign Genie to Zapier.
Give Zapier access to your eSign Genie account, using eSign Genie credentials.
Connect Xero to Zapier.
Give Zapier access to your Xero account, using Xero credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for eSign Genie
Choose the following trigger: Document Executed (Triggers when ALL PARTIES have signed the Document. Triggers for a Single Party Document as well. Available for our Paid or Trial Business Premium accounts.).
Then set up an Action for Xero
Choose this action: Create Payment (Applies a payment to an invoice.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between eSign Genie and Xero.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Generate payments in Xero for new completed eSign Genie documents!
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actionbyzapierpabbly-connectDocument executed
Triggers when ALL PARTIES have signed the Document. Triggers for a Single Party Document as well. Available for our Paid or Trial Business Premium accounts.
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Triggers when a Document has been sent for signature. Available for our Paid or Trial Business Premium accounts.
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Apps you need
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