1.Monitors invoice authorization or payment
Integrate Xero and invoice status monitoring to detect the moment an invoice is authorized or paid to trigger onboarding delivery.
Send onboarding welcome email to client after invoice paid
Automatically monitor updated invoice status across Xero and Microsoft Office 365 and Microsoft Teams. Get welcome emails and onboarding checklists when invoice authorized, invoice paid, or invoice status changesβso you can deliver welcome packets, post checklist updates, and start onboarding without manual follow-up.
How this automation accelerates your onboarding
When invoice-paid events land in one place but onboarding needs follow through, delays can stall the client experience. This automation looks up the right invoice record and qualifies it, then sends a welcome email and posts an onboarding checklistβso your team can start onboarding fast.
Xeroor swap with your favorite app
2.Looks up the matching invoice record
Integrate Zapier Tables and invoice lookups to find a pending invoice record by invoice ID to map invoice details.
Zapier Tablesor swap with your favorite app
3.Continues only for qualifying invoices
Integrate Filter by Zapier and record validation to continue only when the invoice is paid and the reference prefix matches to prevent mistakes.
Filter by Zapieror swap with your favorite app
4.Waits before sending welcome content
Integrate Delay by Zapier and timed scheduling to pause 10 minutes to align outbound welcome communications.
Delay by Zapieror swap with your favorite app
5.Sends the welcome email with attachments
Integrate Microsoft Office 365 and document delivery to send the welcome email and attach the paid invoice PDF and onboarding documents.
Microsoft Office 365or swap with your favorite app
6.Posts the onboarding checklist to the team
Integrate Microsoft Teams and team messaging to send an onboarding checklist to your channel so coordinators see next steps.
Microsoft Teamsor swap with your favorite app
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Launch stronger customer onboarding with automated welcome emails, customer routing, and follow-up triggers
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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