Clicksign + Xero

Connect Clicksign and Xero to Build Intelligent Automations

Choose a Trigger

When this happens...

Document Cancelled
New Signer
New Document
Document Finalized
Signer Removed
Signatory signs a document

Choose an Action

Automatically do this!

Create a Contact
Create Project
Create Purchase Order
Create New Quote
Find a Purchase Order
Find Invoice
Find Contact
Add Note to Invoice
Add Stock Items
Create Bank Transfer
Create an Xero Invoice
Get Balance Sheet
Get Report of Profit and Loss

Ready to use Clicksign and Xero automations

Explore more automations built by businesses and experts

Automate Instagram Comment Replies with Smart DMs

When

Instagram for Business

Instant Trigger

getRandomCommentReplyFunction

cmntp4d3SwSR

- text is ai
  ReplytoComment
  Send a Private Reply
  Add Step
- Is guide comment
  ReplytoComment Guide
  Send a Private Reply Guide
  Add Step
- multi keyword match
  cmntdqJzLMYS
  ReplytoCommentMultiKeyword
  Add Step

Continue from here

View Template

Automate Social Media Post Creation and Scheduling Across Multiple Platforms

When

Google Sheets

Runs Every 15 Minutes

- Instagram
  Instagram Caption
  Generate Image
  Publish Photo with Tagging
  Add Step
- Youtube
  Youtube Video Script
  Youtube Description Video
  Create an Avatar Video
  Delay
  Retrieve Shareable Link for a Video1
  Upload Video
  Add Step
- Twitter
  Twitter Tweet
  Post a Tweet
  Add Step
- Linkedin
  Linkedin Article
  Create a linkedin Article or URL post
  Add Step

Continue from here

cmnt9r1ZY8HG

View Template

Automate Instagram DM Replies, Reactions, and Team Alerts

When

Instagram for Business

Instant Trigger

convertTimestampToIST_Message_Time

Give Prompt and Get Structured Response

- has response
  SendDMMessage
  Add Step
- Notify team
  SendMail
  Add Step
- has react
  SendDMMessage React
  Add Step

Continue from here

View Template

Actions and Triggers

When this happensTriggers
A trigger is an event that starts a workflow.

Document Cancelled

Triggered when a document is manually cancelled.

New Signer

Triggered when a new signer is added to a document.

New Document

Triggers when new document is uploaded in the clicksign.

Document Finalized

Triggers when a document is manually finalized.

Signer Removed

Triggers when a signers are removed from a document.

Signatory signs a document

Triggers when a signatory signs a document.

Do thisActions
Action is the task that follows automatically within your Clicksign integrations.

Create Document

Request for creating documents at Clicksign via template.

Duplicate Document

Duplicate a document that has already been finalized at Clicksign.

List Templates

Get list of all templates of clicksign.

Delete Document

Delete a document that has already been finalized or canceled at Clicksign. The result is permanent removal of the document from the account.

Delete Signatory

Permanently delete a signatory.

List Documents

Get list of all documents of clicksign using envelope id.

We'll help you get started

Our team is all set to help you!

Know More About Clicksign and Xero Integrations

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How to Automate Xero

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Supercharge Your Invoicing with viaSocket

Streamline your invoicing process with viaSocket. Experience efficiency and accuracy in billing, ensuring timely payments and improved cash flow.

Know more

Reducing Common Xero Mistakes: viaSocket Automations to Eliminate Reconciliation Errors

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Frequently Asked Questions

How do I start an integration between Clicksign and Xero?

To start, connect both your Clicksign and Xero accounts to viaSocket. Once connected, you can set up a workflow where an event in Clicksign triggers actions in Xero (or vice versa).

Can we customize how data from Clicksign is recorded in Xero?

Absolutely. You can customize how Clicksign data is recorded in Xero. This includes choosing which data fields go into which fields of Xero, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Clicksign and Xero?

The data sync between Clicksign and Xero typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Clicksign to Xero?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Clicksign and Xero?

Yes, you can set conditional logic to control the flow of data between Clicksign and Xero. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

About Clicksign

Clicksign is a digital signature platform that enables users to sign documents electronically, ensuring security and compliance. It streamlines the process of document signing, making it efficient and paperless.

Signatures Documents

Learn More

About Xero

Xero is a cloud-based accounting software platform for small and medium-sized businesses. It connects business owners with their financial data and advisors anytime, anywhere, on any device.

IT Operations Sales and CRM

Learn More

Connect Clicksign and Xero to Build Intelligent Automations

Choose a Trigger

Choose an Action

Ready to use Clicksign and Xero automations

Automate Instagram Comment Replies with Smart DMs

Automate Social Media Post Creation and Scheduling Across Multiple Platforms

Automate Instagram DM Replies, Reactions, and Team Alerts

Actions and Triggers

When this happensTriggersA trigger is an event that starts a workflow.

Document Cancelled

New Signer

New Document

Document Finalized

Signer Removed

Signatory signs a document

Do thisActionsAction is the task that follows automatically within your Clicksign integrations.

Create Document

Duplicate Document

List Templates

Delete Document

Delete Signatory

List Documents

We'll help you get started

Know More About Clicksign and Xero Integrations

Top 5 ways to Automate Xero with viaSocket

Accounting Automation Guide

How to Automate Xero

Supercharge Your Invoicing with viaSocket

Reducing Common Xero Mistakes: viaSocket Automations to Eliminate Reconciliation Errors

Frequently Asked Questions

About Clicksign

About Xero

For SaaS

For AI Agent Builders

Support

Automation Experts

MCP

Compare

Company

Plans, Pricing and Offer

AI & Automation

When this happensTriggers
A trigger is an event that starts a workflow.

Do thisActions
Action is the task that follows automatically within your Clicksign integrations.