1.Monitors new paid order
Integrate Shopify and eCommerce order data to catch new paid order details and pass order fields into the workflow.
Shopifyor swap with your favorite appCreate draft invoices and fulfillment tasks from orders
Automatically create draft sales invoices and fulfillment tasks from new paid orders across Shopify and Xero. Create invoices as drafts and route tasks to your ops team when orders have no discount applied—so you can bill faster, reduce manual data entry, and keep fulfillment moving without paperwork.
How this automation creates draft invoices and tasks
When new paid orders arrive with missing discounts, manual invoice setup can delay billing and fulfillment actions. This automation catches new paid orders, filters discounted ones, and creates draft invoices and ops tasks—so your team can act quickly without chasing order details.
2.Filters discounted orders
Integrate Filter by Zapier and workflow rules to continue only when no discount applications are present for the order.
Filter by Zapieror swap with your favorite app
3.Formats truncated date name
Integrate Formatter by Zapier and data formatting tools to truncate the order timestamp for compact task naming.
Formatter by Zapieror swap with your favorite app
4.Creates draft sales invoice
Integrate Xero and accounting workflows to create a draft sales invoice from order lines, contacts, and due date.
Xeroor swap with your favorite app
5.Creates fulfillment task
Integrate Asana and project task tracking to create a task with order notes, due date, and fulfillment assignee details.
Asanaor swap with your favorite app
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