From the Lumin home page, open the Xero mini app.
Click on your Xero organization, which should already be connected.
In Automation rules, you’ll find the Trigger rules tab, then select +Add rule.
Set up your trigger rule using the available conditions:
When a(n) – the type of document
Changes status to – the status the document is under in Xero
Then do action – the action to be performed by Lumin
Then, click Save.
Actions performed by Lumin
Import to Lumin – uploads a copy of the invoice, quote, or purchase order in your Lumin Workspace.
Send signature request - will send a signature request via Lumin Sign.
NOTE: To send more than five documents for signature per month, a Lumin Sign Pro subscription is required. Find out more here.
Title – A field dedicated to the organization name or type of document sent. This will appear in the email notification sent to the nominated contact.
Due in (days) – All signature requests sent from Lumin Sign require a date by which they need to be signed. This is automatically set to two days, but can be updated.
Manage Signers – This is who will receive the signature request.
Users can choose Xero contact to send the request to the individual the invoice, quote, or purchase order is addressed to in Xero.
Alternatively, select Custom email to manually enter the email address. This is useful if the same person in the organization, such as a manager, needs to approve documents before they are sent to clients.
Signing order can also be toggled on to activate sequenced signing.
COMING SOON: Using write-back rules, documents signed in Lumin will be uploaded to Xero and will trigger document status updates.
