New orders in ConvertKit — Quote drafts in xero

The scenario catches new orders in ConvertKit and creates quote drafts in xero. Runs on its own, no manual copying.

  • A xero invoice is issued for every ConvertKit order automatically
  • Payments aren't delayed by unissued invoices
  • Line items and totals carry over without errors
Xero
Add it to your accountScriptera

How it works

To create Xero records from ConvertKit without manual input, use a ready-made scenario.

  1. Starts when: Github
  2. Then: Xero

You can launch this ConvertKit + Xero integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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