Automate DocuSign & Xero

Stop paying for mismatched spreadsheets. Sync data between DocuSign and Xero in real-time, so you can manage your operations without the busywork.

Get This Workflow Built

Custom API Integration

Secure Data Transfer

Done-For-You Setup

How the Data Flows

graph LR
    subgraph Source ["DocuSign"]
        T1(["Brand Created"])
    end
    
    subgraph Middleware ["Enterprise Integration Core"]
        W[CRON API
Poller] --> V{Validation
& Auth}
        V -->|Fail| DLQ[Dead Letter
Queue]
        V -->|Pass| Map[Data Mapping
& Transformation]
        Map --> Retry[Rate Limiting
& Retries]
    end
    
    subgraph Target ["Xero"]
        A1(["Add Items to Existing Sales Invoice"])
    end

    T1 -->|JSON Payload| W
    Retry -->|Authenticated API POST| A1

    style Source fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5
    style Target fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5
    style Middleware fill:#f8fafc,stroke:#94a3b8,stroke-width:2px
    style T1 fill:#3b82f6,stroke:#fff,stroke-width:2px,color:#fff
    style W fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style V fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style Map fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style Retry fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style DLQ fill:#ef4444,stroke:#fff,stroke-width:1px,color:#fff
    style A1 fill:#e11d48,stroke:#fff,stroke-width:2px,color:#fff

When DocuSign and Xero operate independently, the Sales and Finance teams face significant challenges. For instance, when a client signs a contract via DocuSign, the associated invoice details must be manually entered into Xero. This often leads to discrepancies in invoice amounts, as team members may forget to include additional charges or discounts. Consequently, the Finance team spends hours reconciling these discrepancies, diverting their focus from more strategic financial tasks.

Top Ways to Automate DocuSign & Xero

Automated Document Generation: Instantly generate invoices in Xero based on signed contracts from DocuSign, ensuring accurate billing and reducing manual entry errors.
Real-Time Status Updates: Automatically sync the status of signed documents in DocuSign with Xero, providing your team with up-to-date information on contract progress and payment timelines.
Seamless Record Keeping: Effortlessly archive signed contracts and related financial documents in Xero, ensuring compliance and easy retrieval for audits or future reference.

How to Build the DocuSign → Xero Sync

Set up a webhook in DocuSign to listen for the 'EnvelopeCompleted' event. This will trigger when a document is fully signed.
Configure the webhook to send a payload to your integration endpoint. The payload should include key data such as 'envelopeId', 'recipientEmail', and 'documentUrl'.
On your integration server, parse the incoming payload to extract the necessary fields. For example, retrieve the 'envelopeId' to track the document and 'recipientEmail' for invoice association.
Use the Xero API to create a new invoice. Make a POST request to the endpoint: https://api.xero.com/api.xro/2.0/Invoices.
In the POST request body, include the extracted data from DocuSign, ensuring to map the 'recipientEmail' to the 'Contact' field in the invoice and include the 'documentUrl' as a link to the signed document.
Handle the response from Xero to confirm that the invoice was created successfully, and log any errors for troubleshooting.

Developer Warnings & API Gotchas

Ensure that the 'recipientEmail' from DocuSign matches exactly with the 'Contact' email in Xero; any mismatch will result in invoice creation failure.
Be cautious with the data types when mapping fields; for example, Xero requires 'InvoiceAmount' to be a numeric type, while DocuSign may send it as a string.
When handling multiple recipients in DocuSign, ensure your logic correctly identifies the primary recipient for the invoice to avoid confusion in Xero.

Supported API Operations

We leverage official, stable endpoints to ensure secure data transfer. No deprecated legacy routes.

When this happens in DocuSign... Brand Created

Do this in Xero Add Items to Existing Sales Invoice
When this happens in DocuSign... Click Agreed

Do this in Xero Add Note to Invoice
When this happens in DocuSign... Click Declined

Do this in Xero Add or Update Stock Items
When this happens in DocuSign... Envelope Completed

Do this in Xero Allocate Credit Note to Invoice
When this happens in DocuSign... Envelope Corrected

Do this in Xero Create Account

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I can see you're looking at mapping DocuSign to Xero. Tell me about your current setup—what's the specific bottleneck you're trying to automate right now?