1.Detect opportunity marked won
Integrate Salesforce to monitor updated Opportunity fields and trigger invoice creation for won deals.
Create invoices for won opportunities with PDFs attached
Automatically detect opportunity won updates across Salesforce and Filter by Zapier. Create and update invoices when completion fees are set and invoice records are created and returned to the CRM—so you can accelerate billing, attach invoice PDFs, and reconcile revenue without manual invoicing.
How this automation accelerates invoice-to-cash billing
When opportunity fields update to marked won, billing can stall and reconciliation gets delayed. This automation detects the win in Salesforce, filters qualifying deals, creates a Xero sales invoice, and sends invoice identifiers for CRM PDF attachment—so your team can bill faster.
Salesforceor swap with your favorite app
2.Filter qualifying opportunities
Integrate Filter by Zapier to continue only when a completion fee or revenue is set for invoicing.
Filter by Zapieror swap with your favorite app
3.Find billing account record
Integrate Salesforce to find the Account record and map account name to billing contact and address.
4.Create sales invoice in Xero
Integrate Xero to create a sales invoice with authorized status and 14 day terms from opportunity details.
Xeroor swap with your favorite app
5.Wait for reliable PDF generation
Integrate Delay by Zapier to pause briefly before sending invoice identifiers for PDF attachment.
Delay by Zapieror swap with your favorite app
6.Post invoice identifiers to CRM
Integrate Webhooks by Zapier to POST invoice ID and invoice reference to your CRM upload endpoint.
Webhooks by Zapieror swap with your favorite app
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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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Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
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