1.Detect new payment event
Integrate Xero, payment tracking tools, and finance workflows to detect new payment events and start invoice reconciliation.
Update invoices to paid when payment is received
Automatically monitor new payment events across Xero, Zoho CRM, and Gmail. Create and update when payments post, references match, or balances shiftβso you can update invoice status, add payment history, and alert accounts without manual follow-up.
How this automation protects your paid invoices
When new payments post but invoice statuses lag, collections get delayed and follow-up becomes reactive. This automation finds the related invoice, updates the CRM record, and notifies accounts on partial paymentsβso your team can reduce rework and speed up reconciliation.
Xeroor swap with your favorite app
2.Find invoice by payment reference
Integrate Xero and invoice matching tools to find the related invoice and map the payment reference and invoice number.
3.Find matching CRM invoice
Integrate Zoho CRM, CRM lookup tools, and identifier mapping to find invoices by external invoice identifier.
Zoho CRMor swap with your favorite app
4.Route by remaining balance
Integrate Paths by Zapier and balance rules to branch on invoice balance for fully paid versus remaining balance.
Paths by Zapieror swap with your favorite app
5.Update CRM invoice to paid
Integrate Zoho CRM and payment note tools to update invoice status to paid and log payment summary fields.
6.Email accounts on partial payment
Integrate Gmail, email lists, and invoice links to notify accounts on partial payment with invoice and balance details.
Gmailor 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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