DocuSign + Xero integration
DocuSign has partnered with Amaka to support its customers with an integration that will automate the document execution for key Xero files.
The document sync module will automatically fetch documents from Xero, push them into DocuSign for execution by the relevant contact, and finally update the status in Xero once executed. The executed document will be attached as a PDF within the respective Xero files.
|Invoice||New Envelope||Finalized Document|
|Bill||New Envelope||Finalized Document|
|Purchase Order||New Envelope||Finalized Document|
|Expense Claim||New Envelope||Finalized Document|
|Quote||New Envelope||Finalized Document|
Key documents are fetched from Xero
The document sync module runs every 15-minutes.
Document is pushed into DocuSign
An envelope is created and sent to the relevant contact/s.
Status in Xero is updated once executed
Status can be Awaiting Payment, Approved, Draft or None.
Executed document attached in Xero files
The Certificate of Completion and Signed Document will be attached as a PDF.
Sync is complete and ready for the next cycle
We monitor and verify to ensure 100% accuracy.
FAQ on integrating DocuSign and Xero
Support for DocuSign + Xero integration
Learn how to set up the integration step-by-step in our DocuSign + Xero setup guide.
For general enquiries regarding DocuSign, please contact DocuSign support directly.