Firmao's integration with Xero on the Zapier platform enables invoice-based automation. With this integration, events in Firmao, such as creating a new or updating an existing invoice, can automatically trigger actions in Xero. For example, when you add new products to an invoice in Firmao, Zapier can automatically add the missing products to the invoice in Xero.
To properly configure the integration, define it on the Zapier platform. In the first step, select the Firmao system. To log in, you must provide:
Then choose which event you want to trigger the action.
In the second step, search for the Xero application and select the appropriate account (you may be required to provide a login and password). Then select the organization you want to connect and confirm data transfer with the Authorize button. You will be automatically redirected to the Zapier website.
Define what action should be triggered on the Xero platform.
