Xero Easelly Design Service

Create invoices when design files are marked ready for review

When a design project file is marked ready for review in Easelly Design Service, automatically create a draft invoice in Xero to start the billing cycle.

Try:

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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 →

Triggers
New invoice created

Fires when a new invoice is created in Xero.

Payment received

Fires when a payment is recorded in Xero.

Invoice overdue

Fires when an invoice in Xero passes its due date unpaid.

Expense recorded

Fires when a new expense is recorded in Xero.

Actions
Create invoice

Creates a new invoice in Xero.

Record payment

Records a payment against an invoice in Xero.

Create expense

Creates a new expense entry in Xero.

Sync customer record

Syncs a customer's billing record in Xero.

Easelly Design Service Explore Easelly Design Service →

Triggers
New file created

Fires when a new file or board is created in Easelly Design Service.

Comment added

Fires when someone comments on a file in Easelly Design Service.

File shared

Fires when a file in Easelly Design Service is shared with someone new.

Marked ready for review

Fires when a file in Easelly Design Service is marked ready for review.

Actions
Create file from template

Starts a new file in Easelly Design Service from a saved template.

Add comment

Posts a comment on a specific file in Easelly Design Service.

Export as image

Exports a frame or board from Easelly Design Service as a PNG or PDF.

Move to project

Moves a file in Easelly Design Service into a different project or folder.

Add comments to design files when project payments arrive When payment is received in Xero, automatically add a comment to the related project file in Easelly Design Service letting designers know work can proceed. See details
Record billing expenses when new design files are shared When a design file is shared with a client in Easelly Design Service, automatically record an expense or billable item in Xero for trackable reporting. See details

See all Xero + Easelly Design Service integrations →  ·  Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Create invoices when design files are marked ready for review” between Xero and Easelly Design Service?

Yes — describe it in the box above and Knit's Integrations Agent researches Xero and Easelly Design Service'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 connect Xero and Easelly Design Service?

It links project completion in Easelly Design Service with billing in Xero, ensuring invoices are created immediately when design work is marked ready.

Can project approvals in Easelly Design Service prompt automated billing in Xero?

Yes, when design files are marked ready for review in Easelly Design Service, you can automatically draft a new invoice in Xero.

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