Make.com monday-Xero Invoice And Purchase Order Automation

$250-750 AUD

En cours

Publié il y a 19 jours

$250-750 AUD

Payé lors de la livraison

We have set up in [login to view URL] a Purchase Order Board and an Invoice Board where all data and information is listed. Using this information I need you to use [login to view URL] to use this data (including connected/mirrored columns) to create Xero Purchase Orders and Invoices. When these have been created a copy of the PDF needs to then be uploaded into monday.com. All item descriptions, quantities and prices are in subitems on [login to view URL] I will supply access to our [login to view URL] account which is integrated with Xero and [login to view URL] As well as details of which columns will be required for the sync. If anything here is unclear, please ask

N° de projet : 40249081

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Actif à il y a 19 jours

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@BlueLi0n

I can build this [login to view URL] scenario for you. The flow is straightforward, including handling the subitems for the line items and uploading the final PDF back to monday. You mentioned to ask if anything is unclear - the only detail is the PDF generation in Xero. The scenario will need to create the invoice, and then fetch the PDF file. This is not a problem, just a two-step process. I can start on this today. Does that work for you?

$400 AUD en 2 jours

5,0

(3 commentaires)

3,5

32 freelances proposent en moyenne $472 AUD pour ce travail

@daxm0

Hello, I can assist right away. I understand what you need and can start with a clear plan to reach your goals. I am a skilled freelancer with 5+ years of experience in Automation and I have completed similar projects. I have a few questions before we get started. Could you please send me a message in the chat? Looking forward to working with you, connect in chat. Talk soon, Dax Manning

$250 AUD en 1 jour