1.Detects payment-approved outbound notifications
Integrate Salesforce and CRM message handling to receive approved payment notifications and pass booking context into the workflow.
Create bills from approved payment notifications for bookings
Automatically monitor payment-approved outbound messages across Salesforce and build authorised bills in Xero from approved booking notifications. Create and update invoices when payment is approved and dates matchβso you can assemble line items, authorise bills, and record invoice IDs without manual reconciliation.
How this automation authorizes your booking bills
When payment-approved notifications arrive in Salesforce, delays can slow settlement and reconciliation. This automation formats booking dates and creates authorized bills in Xero and updates bookings with invoice IDsβso you can reconcile faster with fewer manual steps.
Salesforceor swap with your favorite app
2.Formats invoice and due dates
Integrate Formatter by Zapier and data mapping tools to convert notification timestamps and booking dates into invoice date and due date values.
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3.Filters qualifying approved records
Integrate Filter by Zapier and validation rules to continue only for approved payment notifications and matching date criteria.
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4.Creates an authorized bill
Integrate Xero and accounting workflows to create an authorized bill with booking line items, totals, and contact details.
Xeroor swap with your favorite app
5.Updates booking with invoice ID
Integrate Salesforce and record updates to write the created Xero bill ID and bill number back to the booking record.
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