Better Proposals + Xero Integration

Integrate Better Proposals to Xero in one click, or tell Integrately AI how you want each proposal handled. Create sales invoices, update contact records, record payments, and track your proposal revenue automatically.

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1.
  • Better Proposals
    Proposal is signed in Better Proposals
  • Better Proposals
    Proposal is created in Better Proposals
  • Better Proposals
    Proposal is sent in Better Proposals
  • Better Proposals
    Proposal is opened in Better Proposals
  • Xero
    Contact is created/updated in Xero
  • Xero
    Contact (supplier) in Xero
  • Xero
    Sales Invoice is created/updated in Xero
  • Xero
    Expense claim receipt is created/updated in Xero
  • Xero
    Payment is created/updated in Xero
  • Xero
    Quote is created/updated in Xero
  • Xero
    Account is created/updated in Xero
  • Xero
    Item is created/updated in Xero
  • Xero
    Purchase Order is created/updated in Xero
  • Xero
    Bill is created/updated in Xero
  • Xero
    Bank Transfer is created in Xero
  • Xero
    Bank Transaction is created/updated in Xero
  • Xero
    User is created/updated in Xero
Arrow Right
2.
  • Better Proposals
    Create proposal in Better Proposals
  • Xero
    Search item by name in Xero
  • Xero
    Add attachment to invoice in Xero
  • Xero
    Create project in Xero
  • Xero
    Create task in Xero
  • Xero
    Add attachment to contact in Xero
  • Xero
    Add attachment to purchase order in Xero
  • Xero
    Create item code in Xero
  • Xero
    Update invoice items in Xero
  • Xero
    Get online invoice URL in Xero
  • Xero
    Create sales invoice in Xero
  • Xero
    Create sales invoice for existing contact in Xero
  • Xero
    Search sales invoice in Xero
  • Xero
    Get sales invoice by id in Xero
  • Xero
    Create contact in Xero
  • Xero
    Search contact by email address in Xero
  • Xero
    Search contact by name in Xero
  • Xero
    Update contact in Xero
  • Xero
    Search contact by account number in Xero
  • Xero
    Create payment in Xero
  • Xero
    Create quote in Xero
  • Xero
    Create bill in Xero
  • Xero
    Create purchase order in Xero
  • Xero
    Add items to existing sales invoice in Xero
  • Xero
    Send sales invoice by email in Xero
  • Xero
    Search item in Xero
  • Xero
    Create bank transfer in Xero
  • Xero
    Create credit note in Xero
  • Xero
    Create bank transaction in Xero
  • Xero
    Search account in Xero

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Ready Workflows Ready Workflows for Better Proposals + Xero Integration

Create sales invoices, update contacts, record quotes, sync billing details, and track proposal revenue, all in just one click.

Most popular automationsmost-popular-automations
Xero + Better Proposals Integration

Create Better Proposals proposal for new Xero account

If your company uses Xero, and you need to create proposal, there's an easy way to do it using Better Proposals. When you create a new account in Xero, this integration will automatically create a proposal for you in Better Proposals.

You can then modify the proposal as needed, and send it to your potential clients. This saves you time and effort, since you don't have to create the proposal manually or switch between programs to create the proposal.
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Better Proposals + Xero Integration

Create Xero sales invoice from new Better Proposals proposal

If you're using Better Proposals to create your proposal, you'll be happy to know that you can also create sales invoice straight from Xero.

This automation will automatically generate an sales invoice in Xero for you. All of your customer data will be populated into the invoice, so all you need to do is send it off! Easy peasy.
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Xero + Better Proposals Integration

Create Better Proposals proposal for new Xero contact

As a sales representative, you know that creating a proposal is an important step in sealing the deal. But what if you could create that proposal right within Xero? With this integration, you can!

When you create a contact in Xero, Better Proposals will automatically create a proposal for you. This makes it easy to get started and keep your proposal organized.

Ready to try it out? Get started today!
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Better Proposals + Xero Integration

Create Xero task for new Better Proposals proposal

With this Xero and Better Proposals integration, it is easier than ever to create proposal. Now, when you create a proposal in Better Proposals, a corresponding task will be created in Xero.

This makes it easy for you to keep track of your proposal and ensure that all necessary follow-ups are made. Plus, it's a great way to keep your sales process organized and streamlined. Give it a try today!
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Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Better Proposals + Xero flow

Send proposal data to your CRM, notify your finance team on chat, and log payment receipts across your entire business stack. Pick a combination and activate it in one click.

Better Proposals
Xero
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HubspotHubspot (6)
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PipedrivePipedrive (5)
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SlackSlack (5)
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StripeStripe (5)
+
AsanaAsana (5)
+
Google DriveGoogle Drive (5)
B
X
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Create a Xero sales invoice and a HubSpot contact whenever a new Better Proposals proposal is signed
Signed proposals instantly trigger a new Xero sales invoice and HubSpot contact creation, removing manual data entry.
B
X
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When a new Better Proposals proposal is created, create a Xero quote and a HubSpot deal
Draft proposals generate matching Xero quotes and HubSpot deals so your team tracks pipeline activity instantly.
B
X
H
When a Better Proposals proposal is sent, update the Xero contact and update the HubSpot deal stage
Sent proposals update contact records in Xero and move the corresponding HubSpot deal forward.
B
X
H
Create a HubSpot task for every Xero invoice generated from a signed Better Proposals proposal
Ensure follow-up tasks are scheduled in HubSpot whenever a Xero invoice is created from a signed proposal.
B
X
H
Use Claude to analyse proposal values in Better Proposals, create a Xero invoice, and update HubSpot
Claude evaluates proposal details to generate tailored Xero invoices and update HubSpot records accordingly.
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When a Better Proposals proposal is opened, create a Xero contact, update HubSpot, and create an Asana task
Proposal engagement alerts your team by creating a Xero contact, updating HubSpot, and opening an Asana task.

Supported triggers and actions for Better Proposals and Xero

Mix and match to build the exact automation you need

Better Proposals
Better Proposals Triggers & Actions
Proposal is signed in Better Proposals
Triggers the automation when a proposal document is signed
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Proposal is created in Better Proposals
Triggers the automation when a new proposal is created
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Proposal is sent in Better Proposals
Triggers the automation when a proposal is sent
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Proposal is opened in Better Proposals
Triggers the automation when a proposal is opened
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Create proposal in Better Proposals
Generates a new proposal
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Xero
Xero Triggers & Actions
Contact is created/updated in Xero
Triggers the automation when a contact is created or updated
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Contact (supplier) in Xero
Triggers the automation when a supplier contact is created or updated
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Sales Invoice is created/updated in Xero
Triggers the automation when a sales invoice is created or updated
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Expense claim receipt is created/updated in Xero
Triggers the automation when any expense claim receipt is created or updated
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Payment is created/updated in Xero
Triggers the automation when a payment is created or updated
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Quote is created/updated in Xero
Triggers the automation when a quote is created or updated
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Account is created/updated in Xero
Triggers the automation when an account is created or updated
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Item is created/updated in Xero
Triggers the automation when an item is created or updated
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Purchase Order is created/updated in Xero
Triggers the automation when a purchase order is created or updated
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Bill is created/updated in Xero
Triggers the automation when a new bill is created or updated
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Bank Transfer is created in Xero
Triggers the automation when a bank transfer occurs
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Bank Transaction is created/updated in Xero
Triggers the automation when a bank transaction is created or updated
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User is created/updated in Xero
Triggers the automation when a user is created or updated
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Search item by name in Xero
Locates and retrieves particular item information
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Add attachment to invoice in Xero
Attach files to generated invoices for easy reference
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Create project in Xero
Creates a new project
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Create task in Xero
Creates a new task
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Add attachment to contact in Xero
Attach files or documents to contact profiles
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Add attachment to purchase order in Xero
Uploads and attach files to purchase orders
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Create item code in Xero
Generates new unique item code
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Update invoice items in Xero
Updates the items in an invoice
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Get online invoice URL in Xero
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Create sales invoice in Xero
Generates a new sales invoice with pre-filled details
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Create sales invoice for existing contact in Xero
Generates a new sales invoice for an existing contact
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Search sales invoice in Xero
Searches for a sales invoice
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Get sales invoice by id in Xero
Retrieves a sales invoice using the unique invoice id
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Create contact in Xero
Adds a new contact to the database
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Search contact by email address in Xero
Finds and retrieves contact information using their email address
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Search contact by name in Xero
Finds information about a contact using the name
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Update contact in Xero
Updates contact information with new details
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Search contact by account number in Xero
Retrieves contact information based on the provided account number
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Create payment in Xero
Generates and process a payment transaction
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Create quote in Xero
Generates a new quote with pre-filled information
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Create bill in Xero
Generates a new bill for the customer
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Create purchase order in Xero
Generates a purchase order for approved requests
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Add items to existing sales invoice in Xero
Adds selected items to an existing sales invoice
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Send sales invoice by email in Xero
Sends a sales invoice by email
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Search item in Xero
Locates and retrieves particular item information
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Create bank transfer in Xero
Initiates a bank transfer
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Create credit note in Xero
Generates a credit note for returned items
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Create bank transaction in Xero
Generates a bank transaction
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Search account in Xero
Searches for account information
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What can you automate with Better Proposals + Xero?

Streamline your entire proposal-to-invoice workflow with reliable, automated triggers and actions.

What you can automate?
๐Ÿงพ
Generate Xero invoices from signed proposals
Create a Xero sales invoice automatically the moment a client signs a proposal in Better Proposals, eliminating manual billing entry.
๐Ÿ“‹
Capture all proposal custom fields
Map detailed proposal line items and client information directly into Xero sales invoices and contact records without missing data.
๐Ÿ””
Notify your finance team instantly
Send instant alerts to your billing channel whenever a proposal is signed, viewed, or created in Better Proposals.
๐Ÿ”€
Route invoices based on contract tier
Apply different Xero billing templates or tax rates automatically depending on the specific package selected in the signed proposal.
๐Ÿ”„
Keep contact records synchronized
Update client details in Xero whenever proposal contact information is modified or updated in Better Proposals.
๐Ÿ‘ฅ
Prevent duplicate contacts in Xero
Search existing Xero contacts before creating new ones during proposal sign-offs, keeping your database clean.
๐Ÿ’ณ
Handle payment and billing updates
Trigger downstream accounting actions when proposal payments or Xero invoices change status.
๐Ÿš€
Extend your workflow to team chat
Connect Better Proposals and Xero with Slack to announce closed deals and keep revenue teams aligned.
And much more...

Who is Better Proposals + Xero integration for?

Teams handling proposals and accounting benefit from automated billing synchronization that eliminates manual data entry and keeps financial records accurate.

Financial controllers
Financial controllers
Sales managers
Sales managers
Account executives
Account executives
Agency owners
Agency owners
Project managers
Project managers
Operations leads
Operations leads
๐Ÿ“ˆ
Financial controllers
You rely on accurate invoice data for financial reporting, but manual billing entry leaves your accounting ledger outdated โ€” this integration means every signed proposal instantly creates a Xero sales invoice and your financial reports stay current.
โšก
Sales managers
You need to track deal closures and revenue generation immediately, but waiting for manual bookkeeping delays pipeline visibility โ€” automating both apps means signed proposals create invoices and update CRM deals the moment they happen.
๐Ÿค
Account executives
You depend on smooth handoffs from signed proposal to client onboarding, but administrative delays frustrate your clients โ€” with this integration, closing a proposal instantly triggers contact creation and billing setup.
๐Ÿข
Agency owners
You manage high proposal volumes across multiple clients, but manual bookkeeping cannot keep up with your growth โ€” this automation means proposal sign-offs flow straight into Xero without extra manual work.
โš™๏ธ
Project managers
You need projects kicked off as soon as contracts are signed, but waiting for billing confirmation wastes valuable days โ€” connecting these apps means project tasks open automatically when proposals close.
๐Ÿ”
Operations leads
You audit financial records and proposal pipelines regularly, but manual data entry introduces recurring errors and gaps โ€” this integration means every transaction matches your proposal history perfectly.
Our team

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Why choose Integrately to automate Better Proposals + Xero

Build and manage your Better Proposals + Xero automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Better Proposals + Xero with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting โ€” just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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How Integrately Works?

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Frequently Asked Questions

How do I connect Better Proposals to Xero?
Frequently Asked Questions
You can connect Better Proposals to Xero in 1 click using ready templates on Integrately or by asking Integrately AI to build the workflow. It links your proposal and accounting apps with popular tools like HubSpot, Slack, and Google Drive.
Can I automatically create a Xero invoice when a proposal is signed in Better Proposals?
Frequently Asked Questions
Can I connect Better Proposals, Xero, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Better Proposals and Xero?
Frequently Asked Questions
How do proposal signatures trigger Xero contact updates?
Frequently Asked Questions
Can I sync Xero payments back to Better Proposals?
Frequently Asked Questions
Do I need coding skills to automate Better Proposals and Xero?
Frequently Asked Questions
Is the Better Proposals and Xero integration free?
Frequently Asked Questions
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You Can Also Connect Better Proposals or Xero With 1500+ Other Apps

Better Proposals
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Connect Better Proposals to CRM, email tools, and document platforms to manage and follow up on your client proposals.
Xero
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