This automation scenario allows you to connect Parseur and Xero
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts 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
Parseur and Xero can also be integrated using automation tools other than zapier:
When this trigger fires in Parseur
Triggers when a new document is successfully parsed. Tables, if present, are flattened.
Then this action happens in Xero
Creates a new sales invoice (Accounts Receivable).
This guide contains information on how to set up an automatic workflow that allows to Create Xero invoices based on new documents processed by Parseur.
Part I
First, we need to connect Parseur and Xero to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Parseur to Zapier.
Give Zapier access to your Parseur account, using Parseur credentials.
Connect Xero to Zapier.
Give Zapier access to your Xero account, using Xero credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Parseur
Choose the following trigger: New Document Processed (Triggers when a new document is successfully parsed. Tables, if present, are flattened.).
Then set up an Action for Xero
Choose this action: Create Sales Invoice (Creates a new sales invoice (Accounts Receivable).).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Parseur 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 Create Xero invoices based on new documents processed by Parseur!
Triggers when you add a new sales invoice. (Accounts Receivable).
Triggers when you add a new contact.
Triggers when you add a new contact.
Triggers when you receive a new payment.
Triggers when you add a new bill. (Accounts Payable).
Triggers when a new quote is created.
Creates a new document in your mailbox.
Uploads a document to a mailbox.
Creates a new mailbox.
Deletes an existing document.
Deletes an exisitng mailbox.
Retrieves an existing document.
Automate your data entry process with ease using Parseur. Extract structured data from emails, attachments, and documents, and send it to your favorite application in real time with just a few clicks.
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.