1.Detect invoicing status changes
Integrate monday.com to capture updated invoicing status values and map the board item into invoice reference and amount lookups.
Create draft company tax invoice when status updates
Automatically watch invoicing status updates across monday.com boards and accounting workflows. Create and update draft invoices when status shifts to invoiced, totals are mapped, or invoice references generate—so you can create draft invoices, add tax line items, and notify finance without manual invoicing.
How this automation protects draft invoice accuracy
When invoicing status updates in monday.com but draft invoices are not created, review delays can affect cash collection. This automation finds contacts and creates draft sales invoices, adds tax line items, and updates the board and finance with instant notifications—so you can act on invoiced work faster.
monday.comor swap with your favorite app
2.Find invoice contact
Integrate Xero to search for the contact by account number and match the board reference for invoice creation.
Xeroor swap with your favorite app
3.Create draft sales invoice
Integrate Xero to create a Draft sales invoice by mapping contact, invoice reference, unit amount, and default tax settings.
4.Add company tax line items
Integrate Xero to add standard company tax components as separate invoice lines using board group and description mappings.
5.Notify finance with invoice draft
Integrate Microsoft Teams and monday.com to send a finance channel chat message and update the board item with draft-created details.
Microsoft Teamsor swap with your favorite app
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