How do I make it so when an opportunity has reached a certain stage in my pipeline, an invoice and a person record is created in Xero?

To duplicate the steps in this article, you will need a trial, professional or business ProsperWorks account

 

At this time, the only way to integrate with Xero is to integrate with Zapier, a third party tool. To use Xero with Zapier, you will need a premium or trial Xero account. If you are interested in ProsperWorks creating a Xero integration, please submit a feature request here.

 

Here is a link from Zapier showing what automation you can create between Xero and ProsperWorks: 

https://zapier.com/zapbook/prosperworks/xero

 

What follows are steps to show how to log an invoice and create a person after an update opportunity stage using Xero. Why are we doing this? A lot of users want to avoid manual data entry so that when an opportunity is won in ProsperWorks, all the information on the opportunity and contact gets automatically passed into Xero. If you run into any issues while trying to recreate this Zap, please submit a support request here.

 

How to make an invoice and a contact in Xero when I move my opportunity to a specific stage called "Create invoice":

 

Start a free Zapier trial from https://zapier.com

 

 

In Zapier, this is what it will look like when you are done:

 

In ProsperWorks, create a stage in a pipeline called "Send invoice"

Go to settings -> pipelines -> click the pen icon next to the pipeline you want to change and add the stage.

 

Use the images below to guide you in building your first Zap. If these images are hard to see, please try zooming in on the page.

 

Log into Zapier and make a Zap

Search for ProsperWorks

 

Select "Updated Opportunity Stage"

 

 

Connect your ProsperWorks account

Log in. Get your Token from ProsperWorks -> Settings -> Integrations -> Generate a Zapier token -> Copy/paste your Zapier token in "Token"

Rename the account and test it by clicking 

Click "Save + Continue"

 Now it will ask you to "Test your ProsperWorks trigger by sending us a stage."

 

Go to your ProsperWorks account and move a test Opportunity into the new stage you created and wait for it to pick it up.

If it is successful, it will pick up the stage and look like this:

 

Click "view your stage" and make sure the right opportunity got passed by checking the stage. If it all looks good, hit continue.

 

 

For the next step, you are going to add a filter. Search for filter.

 

 

 

Make it look like the following so it matches the stage name

 

 

Then test it

 

 

For the next stage, you are going to add an action for Xero. Search for Xero.

 

 

Select "Create Update/Contact"

 

  

 Connect your Xero account

Then select "Test" to connect it

 

 

Pass in the information you want to add. You need at least to pass in contact name and email address.

 

Go to where it says Name:

Click  to add the Primary Contact Full Name from the Updated Opportunity Status

 

 

Do the same for the rest of the fields so it looks like this: