1.Monitors served record updates
Integrate Microsoft SharePoint and workflow data to detect updated service records and pull served date and core fields.
Create sales invoice for served document and update log
Automatically monitor served-document updates across Microsoft SharePoint and accounting tools like Xero. Create and update invoices when service records are marked served and details are parsed — so you can format line items, create sales invoices, and write back invoice references without manual paperwork.
How this automation accelerates your invoicing
When served documents are updated but invoices are not created, delays can stall cash collection. This automation monitors served-document updates, formats service details, creates sales invoices, and marks source records invoiced—so your team can close the invoice loop faster.
Microsoft SharePointor swap with your favorite app
2.Formats served date and details
Integrate Formatter by Zapier and parsing tools to format the served date and parse service detail fields into an invoice-ready description.
Formatter by Zapieror swap with your favorite app
3.Finds the customer contact
Integrate Xero and contact search to look up the client by email and prepare the contact for invoicing.
Xeroor swap with your favorite app
4.Creates the sales invoice
Integrate Xero and accounting workflows to create a sales invoice with mapped line item details and default service fees.
5.Marks record as invoiced
Integrate Microsoft SharePoint and record updates to write back the invoice reference and set the invoiced flag to true.
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