Keep customer profiles aligned
When customer details are updated in Xero, automatically sync the customer record in Better Proposals to eliminate mismatched billing contacts.
See all Xero + Better Proposals integrations or talk to a human
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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.
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.
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.
More Xero + Better Proposals workflows
Mirror new invoices across systems
When a new invoice is created in Xero, automatically create the identical invoice in Better Proposals so financial records stay synchronized.
See details
Replicate payments received
When a payment is received in Better Proposals, record the payment in Xero to maintain consistent cash flow balances.
See details
See all Xero + Better Proposals integrations → · Browse the full workflow library →
Common questions
Can Knit build “Keep customer profiles aligned” between Xero and Better Proposals?
Yes — describe it in the box above and Knit's Integrations Agent researches Xero and Better Proposals'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 Xero and Better Proposals?
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 Xero automatically update Better Proposals?
Yes, whenever a payment is logged in Xero, a corresponding payment record is automatically created in Better Proposals to keep both general ledgers accurate.