1.Find or create Xero contact
Integrate Shopify and accounting contact matching tools to find or create a Xero contact for each paid order customer.
Shopifyor swap with your favorite appCreate sales invoices and record payments from paid online orders
Automatically monitor new paid order events across Shopify and Xero for invoicing, contact matching, and ledger logging. Create and update invoices from paid orders, so you can authorize billing, record payments, and audit line items without manual reconciliation.
How this automation accelerates your invoice-to-cash
When new paid order events hit your storefront, delays can leave orders unbilled and payments unrecorded. This automation finds or creates contacts, normalizes line items, creates authorized invoices, and logs ledger rows—so your team can close the books faster.
2.Normalize line items and discounts
Integrate Code by Zapier and data transformation tools to normalize order line items and discount allocations into table-ready rows.
Code by Zapieror swap with your favorite app
3.Create ledger rows per line
Integrate Zapier Tables and ledger logging tools to create one record per normalized line for audit and reconciliation.
Zapier Tablesor swap with your favorite app
4.Create invoice and record payment
Integrate Xero and invoice posting tools to authorize invoices, set references, and post payment when data exists.
Xeroor swap with your favorite app
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Step 1
Connect your tools
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Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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