1.Detect updated invoice record
Integrate Airtable and database views to detect updated invoice records and start invoice authorization flow.
Create and send authorised invoice from updated records
Automatically monitor updated invoice records in Airtable across Xero and Gmail. Create and update when records update, contacts are missing or invoice PDFs are ready—so you can authorize invoices, send invoice PDFs, and log dispatch timestamps without manual invoicing.
How this automation authorizes your invoices fast
When an invoice record is updated in Airtable, invoice authorization and sending can lag and cause avoidable follow-up. This automation finds or creates contacts, creates and posts sales invoices with payment, sends the PDF, and updates the original record—so your team can dispatch invoices reliably.
Airtableor swap with your favorite app
2.Find or create Xero contact
Integrate Xero and accounting directory tools to find or create the contact so invoices can reference the right payer.
Xeroor swap with your favorite app
3.Create invoice, post payment, and get PDF
Integrate Xero and invoice document tools to create the sales invoice, post payment, and request or retrieve the invoice PDF.
4.Send email with PDF attachment
Integrate Gmail and email delivery tools to send the invoice PDF to the customer with a standardized subject and body.
Gmailor swap with your favorite app
5.Update source record with invoice details
Integrate Airtable and record updating tools to store the invoice id, mark the sent flag, and set a dispatched timestamp.
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