1.Monitor deal stage entry
Integrate Zendesk Sell and CRM workflow signals to detect deal stage entry and start invoice readiness routing.
Create and email sales invoice on deal move
Automatically monitor deals entering a configured stage across Zendesk Sell and Xero. Create and update when deal enters billing-ready stage, deal qualifies for invoicing, or stage shifts to outstanding—so you can create invoices, email official invoices, and log CRM notes without manual invoicing follow-up.
How this automation accelerates your invoice delivery
When a deal enters a configured stage, delayed invoicing can stall cash flow and visibility. This automation creates invoices and emails contacts and logs invoice details in your CRM—so your team can invoice faster.
Zendesk Sellor swap with your favorite app
2.Continue for qualifying deals
Integrate Filter by Zapier and rules engines to continue only for qualifying deal records based on your configured criteria.
Filter by Zapieror swap with your favorite app
3.Find and map deal contact
Integrate Zendesk Sell and CRM contact lookup tools to find the contact and map identifiers to retrieve name and email.
4.Create sales invoice
Integrate Xero and invoicing tools to create the sales invoice, map references and line details, and set due date and authorised status.
Xeroor swap with your favorite app
5.Email invoice to contact
Integrate Xero and email delivery tools to send the official invoice using the created invoice ID and the contact email.
6.Log CRM note and update stage
Integrate Zendesk Sell and CRM updates to create a CRM note, map invoice number into the note, and update the deal stage.
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