Wix-Xero Deposit Automation

£250-750 GBP

In Progress

Posted about 2 months ago

£250-750 GBP

Paid on delivery

We are two sole traders and we run a service-based business that books both Bridal Hair and Makeup artists for each client and need the entire payment path to flow without manual input (except for when we need to approve a quote) Here’s the journey I want you to wire up: • Initially we would like to integrate the Instant Bridal Quote form from our website together with the enquiry form so it’s part of one client submission. • The moment a Wix enquiry form is submitted, an automatic quote is generated and emailed back. Though first it should be approved by us manually. • The date of the booking should automatically enter our outlook calendar with client name (I had this set up with Zapier but it’s stopped working) • When that quote is accepted, it should convert itself into two separate invoices—one labelled Hair, the other Makeup—each requesting a £160 deposit paid by bank transfer. • Deposits then have to travel into two distinct Xero organisations, keeping the artists’ books clean and compliant. All of this must sit on Zapier or Make (Integromat) and respect the quirks of UK sole-trader accounting. Custom-branded templates for quotes and invoices are essential so the client journey stays on-brand from first click to final receipt. Acceptance criteria – Automated creation of quotes, invoices, and £160 split-deposit logic proven end-to-end in a live sandbox. – Successful sync of every transaction to the correct Xero account with no duplicates or mis-codings. – Clear, reusable scenarios/zaps with documentation so I can adjust fields later if needed. Please share a similar Wix-to-Xero build you’ve completed and outline the exact stack you’d deploy for this solution.

Project ID: 40191817

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30 proposals

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Active 2 mos ago

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Awarded to:

@falaqvohra

£0 GBP in 21 days

5.0

(12 reviews)

5.6

30 freelancers are bidding on average £533 GBP for this job

@ZohaibRoy

⭐⭐⭐⭐⭐ Streamline Bridal Booking Payments with Wix and Xero Integration ❇️ Hi My Friend, I hope you're doing well. I've reviewed your project requirements and see you're looking for a seamless payment path for your bridal booking service. You don’t need to look any further; Zohaib is here to help you! My team has successfully completed over 50 similar projects for integrating platforms like Wix and Xero. I will ensure your entire process flows smoothly, from quote generation to invoice creation, all within your budget. ➡️ Why Me? I can easily create your automated booking system as I have 5 years of experience in integration solutions, focusing on platforms like Wix, Zapier, and Xero. My expertise includes automation, data management, and efficient workflow creation. Additionally, I have a strong grip on UK accounting practices, ensuring your system stays compliant. ➡️ Let's have a quick chat to discuss your project in detail and let me show you samples of my previous work. Looking forward to chatting with you! ➡️ Skills & Experience: ✅ Wix Integration ✅ Xero Accounting ✅ Zapier Automation ✅ Invoice Creation ✅ Calendar Sync ✅ Quote Management ✅ Workflow Automation ✅ Data Compliance ✅ Payment Processing ✅ Custom Templates ✅ Client Communication ✅ Problem Solving Waiting for your response! Best Regards, Zohaib

£350 GBP in 2 days

4.6

(5 reviews)

4.4

@amaank66

I can design and implement this entire end-to-end automation so your booking, quoting, invoicing, and accounting flow runs with minimal manual intervention and stays fully compliant with UK sole-trader practices. My approach would be to unify your Wix Instant Bridal Quote and enquiry form into a single submission trigger, then use Make (preferred for complex branching) or Zapier to handle approvals, document generation, calendar sync, and accounting logic. Once a form is submitted, the system will auto-generate a branded quote, pause for your manual approval, and then email it to the client. In parallel, the confirmed booking date will be written back to your Outlook calendar with the client name and service details, replacing the broken Zapier flow. Upon quote acceptance, the automation will split the booking into two distinct invoices (Hair & Makeup), each requesting a £160 deposit via bank transfer. These invoices will sync cleanly into two separate Xero organisations, ensuring deposits land in the correct books with no duplication or mis-coding. Custom-branded templates will be used throughout so the client journey feels seamless and professional. You’ll receive clean, reusable Make/Zapier scenarios, full documentation, and a tested sandbox demo proving quotes, invoices, deposits, calendar sync, and Xero posting all work correctly Best regards, Amaan Khan L. (CUBEMOONS PVT.)

£500 GBP in 7 days

5.0

(2 reviews)

3.7

@realroshan102

Hi, I’ve carefully reviewed your Wix-Xero Deposit Automation project for your bridal hair and makeup booking business. With extensive experience integrating Wix forms with Xero via Zapier and Make, I can automate your entire payment workflow seamlessly, ensuring manual approval for quotes, syncing bookings to Outlook, and splitting deposits accurately between two Xero organizations. My approach includes merging your Instant Bridal Quote and enquiry forms, setting up custom branded quote and invoice templates, and building clear, documented automation scenarios for easy future adjustments. I will provide end-to-end testing in a sandbox to guarantee no duplicates or errors. I recommend using Wix for form collection, Zapier or Make for automation, Outlook for calendar sync, and Xero for accounting — all tailored for UK sole-trader nuances. I can share similar Wix-to-Xero projects I’ve completed upon request. Let’s discuss your exact timeline and next steps to get started. What specific approval process do you want for quote validation before sending it to clients? Thanks, Roshan

£550 GBP in 10 days

5.0

(1 review)

2.1

@TheSecondSource

Warm Hello! Automating your entire client journey from enquiry to split deposits in Xero is exactly the kind of workflow we specialize in, keeping branding, compliance, and efficiency front and center. We’re a team of 62 professionals with 9+ years of experience designing Zapier/Make (Integromat) workflows for service-based businesses, including Wix forms, automated quotes, invoicing, calendar sync, and multi-account Xero integration. We understand UK sole-trader accounting requirements and the need for a seamless client experience. Here’s how we can help: Integrate your Wix Instant Bridal Quote and enquiry forms into a single submission workflow Automate quote generation with manual approval before sending, using branded templates Sync booking dates automatically to Outlook calendar with client details Convert approved quotes into two separate invoices (Hair & Makeup), each requesting a £160 deposit Ensure deposits post correctly to two distinct Xero organisations, fully reconciled and compliant Build reusable Zapier/Make scenarios with clear documentation for future adjustments Quick clarifying questions to nail this setup: do you prefer Make or Zapier as the primary automation tool? Are the Xero accounts already live with bank feeds configured? Do you want the deposit notifications to trigger emails to the artists as well, or only internal confirmation?

£600 GBP in 7 days