1.Detects new authorised invoices
Integrate Xero and accounting data tools to detect authorised sales invoices and pull invoice and contact fields for collections outreach.
Add overdue invoice contacts to collection outreach list
Automatically monitor authorised sales invoices across Xero and Zapier Tables. Create and update outreach contacts when authorised invoice added, authorised invoice updated, or invoice due date changesβso you can create overdue account records, validate contact details, and add follow-up entries without manual data entry.
How this automation accelerates collections follow-up
When authorised sales invoices are added or updated, overdue follow-up can lag and contacts can be missed. This automation monitors invoice events and then finds or creates overdue records, formats fields, filters by amount, and upserts outreach contactsβso your team can act faster.
Xeroor swap with your favorite app
2.Finds or creates overdue record
Integrate Zapier Tables to search the Overdue Accounts table by contact email and create a record when no match exists.
Zapier Tablesor swap with your favorite app
3.Formats due date and phone
Integrate Formatter by Zapier to format the due date and validate the contact number for local E.164 style output.
Formatter by Zapieror swap with your favorite app
4.Filters invoices by amount threshold
Integrate Filter by Zapier to continue only when invoice amount exceeds your configured threshold for prioritized follow-up.
Filter by Zapieror swap with your favorite app
5.Adds or updates outreach contact
Integrate LeadConnector to add or update the contact in your outreach list with email, phone, invoice link, amount, and due date.
LeadConnectoror swap with your favorite app
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Explore all collections management automations
Accelerate cash collection with automated invoice follow-ups, payment tracking, and account updates
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