1.Detect new CRM invoice record
Integrate Salesforce, CRM tools, and invoice objects to detect new CRM invoice records and prepare them for invoice creation.
Create accounting invoices from new CRM invoice records
Automatically creates accounting invoices from new CRM invoice records across Salesforce, Zapier, and Xero. Create and update accounting invoices when new invoice records are added, org routing is eligible, or draft invoices are prepared—so you can create invoice drafts, return invoice numbers, and update totals without manual invoicing and reconciliation.
How this automation closes your billing loop
When new CRM invoice records arrive without accounting documents, collections slow and reconciliation breaks down. This automation finds line items, routes by organization, creates Xero sales invoices, and updates the CRM with invoice numbers and totals—so your team can collect with confidence.
Salesforceor swap with your favorite app
2.Route by organization
Integrate Zapier and routing rules to route qualifying invoices by organization so each draft is created in the right setup.
Email by Zapieror swap with your favorite app
3.Create draft sales invoice
Integrate Xero and accounting workflow tools to find or create contacts and create draft sales invoices with mapped totals.
Xeroor swap with your favorite app
4.Update invoice with totals
Integrate Salesforce, CRM tools, and reporting systems to update invoice records with the accounting invoice number and subtotal.
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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.
See how teams are automating with Zapier (and loving it!)
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