Scriptera
Xero and YCLIENTS automations — Finance
Ready-made scenarios where Xero and YCLIENTS work for you (finance): pick one — a copy appears in your account and runs on its own.
18 scenarios
- New records in Yclients — Invoices in Xero
- Found: payments in Xero — Customers in Yclients
- New invoices in Xero — Records in Yclients
- Found: payments in Xero — Running apis in Yclients
- New records in Yclients — Employees in Xero
- Found: payments in Xero — Updating customers in Yclients
- New transactions in xero — Customers in Yclients
- Updated invoices in xero — Updating records in Yclients
- Found: payments in Xero — Updating records in Yclients
- Found: payments in Xero — Records in Yclients
- New invoices in xero — Running apis in Yclients
- Found: customers in Get Course — Records in Yclients
- Closed deals from pipedrive — an invoice in Xero and a record in the base
- New invoices in xero — Sending messages in Telegram
- Accounting customers — into a spreadsheet every month
- Accounting invoices — in a sheet on their own, in real time
- Invoice intake with reading, risk checks and approval
- Emailed invoices — into your books, automatically
