1.Catch Hook order payload
Integrate Webhooks by Zapier and parsing tools to extract order references, customer fields, line items, and payment metadata for invoicing.
Create invoices and update deals from order webhook
Automatically capture order payloads across Webhooks by Zapier and Airtable, then create and authorize invoices in Xero. Create and update records and notify sales when payments are present—so you can avoid manual reconciliation and data entry.
How this automation accelerates invoice-to-cash reconciliation
When order payloads arrive in Webhooks by Zapier, delays can stall invoicing and reconciliation. This automation finds or creates clients, creates and authorizes sales invoices, records payments, updates the Pipedrive deal, and sends a Slack alert—so your team can reconcile faster.
Webhooks by Zapieror swap with your favorite app
2.Find or create client
Integrate Airtable and contact databases to find an existing client or create a new one from customer contact fields.
Airtableor swap with your favorite app
3.Create contact and sales invoice
Integrate Xero, accounting records, and revenue mappings to create or find the contact and generate an authorized sales invoice with line items.
Xeroor swap with your favorite app
4.Record payment when present
Integrate Xero and payment processing tools to record an invoice payment when a payment amount is present.
5.Update deal with invoice details
Integrate Pipedrive and deal tracking tools to update the related deal with invoice number, invoice link, and won stage.
Pipedriveor swap with your favorite app
6.Send invoice notification
Integrate Slack and team messaging tools to send an order value and link notification after successful invoice creation.
Slackor swap with your favorite app
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Explore all invoice-to-cash automations
Accelerate cash collection with automated payment alerts, invoice updates, and overdue follow-up
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Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
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