1.Detects invoiced opportunity field change
Integrate Salesforce and CRM tools to detect the invoiced flag change on the opportunity record.
Create sales invoice and billing contacts in accounting
Automatically detect opportunity invoiced flags across Salesforce and Xero. Create and update when invoices should be issued—so you can create or find billing contacts, generate sales invoices, and update CRM invoice status without manual billing entry.
How this automation closes your invoicing gaps
When an opportunity is marked invoiced in Salesforce, delays can slow cash collection and create billing confusion. This automation finds billing contacts, creates the sales invoice in Xero, and updates the opportunity with the invoice identifier and invoiced date—so your team can invoice without follow-up work.
Salesforceor swap with your favorite app
2.Normalizes additional contacts data
Integrate Code by Zapier and data transformation tools to normalize contact-person arrays and invoice line dates.
Code by Zapieror swap with your favorite app
3.Requests accounting API access
Integrate Webhooks by Zapier and authentication services to retrieve an API bearer token and workspace id.
Webhooks by Zapieror swap with your favorite app
4.Finds contact and creates invoice
Integrate Xero and accounting connectors to find or create the contact and create the sales invoice record.
Xeroor swap with your favorite app
5.Updates opportunity with invoice details
Integrate Salesforce and CRM record updates to write invoice identifier and invoiced date back to the opportunity.
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