1.Captures new payment metadata
Integrate Xero and accounting tools to map payment metadata and invoice references to the intake flow.
Post paid invoice details to intake workflows automatically
Automatically monitor new payment events across Xero. Create and update when payment posts, invoice matches, or qualifying line items appear—so you can find invoices, parse form references, and post intake payloads without manual reconciliation.
How this automation streamlines invoice intake
When payment events post without structured routing, invoice intake can stall and teams lose time reconciling details. This automation finds the right invoice, extracts the form reference, and posts a complete payload so your team can keep processing moving—without manual follow-up.
Xeroor swap with your favorite app
2.Finds invoice by invoice number
Integrate Xero and invoice search tools to look up invoice IDs and references for the matched payment.
3.Filters qualifying invoices only
Integrate Filter by Zapier and rule engines to continue only for invoices with qualifying line items.
Filter by Zapieror swap with your favorite app
4.Parses invoice reference identifier
Integrate Formatter by Zapier and text tools to extract and trim the form entry identifier from the invoice reference.
Formatter by Zapieror swap with your favorite app
5.Posts intake form payload
Integrate Webhooks by Zapier and endpoint systems to post invoice ID, payment details, and context to the intake form.
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