Keep customer profiles aligned
When customer details are updated in Better Proposals, automatically sync the customer record in Xero to eliminate mismatched billing contacts.
See all Better Proposals + Xero integrations or talk to a human
4.9/5 on G2·
Google for Startups Accelerator
How Knit builds this workflow
The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.
Better Proposals Explore Better Proposals →
TriggersFires when a new invoice is created in Better Proposals.
Fires when a payment is recorded in Better Proposals.
Fires when an invoice in Better Proposals passes its due date unpaid.
Fires when a new expense is recorded in Better Proposals.
Creates a new invoice in Better Proposals.
Records a payment against an invoice in Better Proposals.
Creates a new expense entry in Better Proposals.
Syncs a customer's billing record in Better Proposals.
Xero Explore Xero →
TriggersFires when a new invoice is created in Xero.
Fires when a payment is recorded in Xero.
Fires when an invoice in Xero passes its due date unpaid.
Fires when a new expense is recorded in Xero.
Creates a new invoice in Xero.
Records a payment against an invoice in Xero.
Creates a new expense entry in Xero.
Syncs a customer's billing record in Xero.
More Better Proposals + Xero workflows
Mirror new invoices across systems
When a new invoice is created in Better Proposals, automatically create the identical invoice in Xero so financial records stay synchronized.
See details
Replicate payments received
When a payment is received in Xero, record the payment in Better Proposals to maintain consistent cash flow balances.
See details
See all Better Proposals + Xero integrations → · Browse the full workflow library →
Common questions
Can Knit build “Keep customer profiles aligned” between Better Proposals and Xero?
Yes — describe it in the box above and Knit's Integrations Agent researches Better Proposals and Xero's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.
How long does it take to build?
Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.
Why sync accounting data between Better Proposals and Xero?
Connecting both accounting systems ensures multi-entity organizations keep customer records, payments, and invoices identical in both places without duplicate data entry.
Can payments recorded in Better Proposals automatically update Xero?
Yes, whenever a payment is logged in Better Proposals, a corresponding payment record is automatically created in Xero to keep both general ledgers accurate.