1.Monitors invoice-ready column changes
Integrate monday.com and project board tools to pull item title, relation fields, contact email, and subitem payload for invoice building.
Create sales invoices from approved board items for billing
Automatically detect invoice-ready column value changes across monday.com and create sales invoice drafts in Xero. Create and update invoice line items, find contacts, and set invoice references when invoice-ready moves—so you can cut billing paperwork, reduce follow-up delays, and standardize invoice lines without manual reporting.
How this automation drafts sales invoices faster
When invoice-ready items require manual review, billing slows and errors creep into line items and references. This automation pulls board data, parses and builds invoice lines, finds contacts, and creates draft invoices in Xero—so your team can bill faster.
monday.comor swap with your favorite app
2.Parses subitems into arrays
Integrate Code by Zapier and data processing tools to map subitem fields into description, quantity, and unit price arrays.
Code by Zapieror swap with your favorite app
3.Line itemizes and calculates subtotal
Integrate Formatter by Zapier and invoice templating tools to combine arrays into Invoice Lines and calculate the subtotal.
Formatter by Zapieror swap with your favorite app
4.Finds or creates contact
Integrate Xero and accounting records to search by the board contact email and create a contact record when no match exists.
Xeroor swap with your favorite app
5.Creates draft sales invoice
Integrate Xero and billing workflows to create a sales invoice draft with mapped lines, reference, and configured address type.
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