1.Monitor opportunity invoicing stage entry
Integrate Salesforce to watch opportunity stage changes and continue only when invoicing stage and mapping conditions are met.
Create and send invoice from opportunity to customer
Automatically monitor opportunity stage updates across Salesforce, Zapier, and Xero for configured invoicing signals. Create and update when opportunity enters invoicing stage, invoice reference is missing, or the stage moves forward—so you can create contacts, issue sales invoices, and attach invoice PDFs without manual invoicing.
How this automation accelerates invoice-to-cash collection
When an opportunity moves to the configured invoicing stage, delays can stall revenue recognition. This automation creates sales invoices and emails them and records invoice details back in Salesforce—so your team can close invoicing gaps faster.
Salesforceor swap with your favorite app
2.Stops when posted invoice reference exists
Integrate Filter by Zapier to stop the flow when a posted invoice reference already exists, otherwise continue for qualifying opportunities.
Filter by Zapieror swap with your favorite app
3.Finds related account and primary contact
Integrate Salesforce to look up the related account and primary contact for billing and contact fields needed for invoicing.
4.Finds or creates Xero contact
Integrate Xero to match by email and create a contact when no match is found to prepare invoice billing details.
Xeroor swap with your favorite app
5.Creates and sends sales invoice
Integrate Xero to create an authorized sales invoice, enable email-to-contact, and pass invoice number and PDF URL back.
6.Updates opportunity and attaches invoice PDF
Integrate Salesforce to update the opportunity invoice field and attach the generated invoice PDF to the record.
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