1.Triggers on new sales invoice
Integrate Xero, accounting tools, and invoice workflows to trigger on new sales invoice posts.
Update your invoice tracker when sales invoice posts
Automatically monitor new Sales Invoice posts in Xero across Xero, Formatter by Zapier, and Airtable. Automatically update invoice tracker records when sales invoice posts, invoice status changes, or invoice created events happen—so you can set invoiced flags, normalize amounts, and write audit timestamps without manual reconciliations.
How this automation updates your posted invoice tracker
When a new Sales Invoice posts in Xero, delays can leave your invoice tracker out of date and slow down collections. This automation transforms invoice details, finds the matching Airtable record, and updates invoiced status and amounts—so your team can reconcile faster.
Xeroor swap with your favorite app
2.Extracts invoice index and normalizes amounts
Integrate Formatter by Zapier and data transformation tools to extract invoice index and normalize invoice amounts.
Formatter by Zapieror swap with your favorite app
3.Finds matching invoice record
Integrate Airtable and database lookup tools to find the invoice tracker record by invoice index.
Airtableor swap with your favorite app
4.Updates invoiced flag and amount fields
Integrate Airtable and audit logging tools to set invoiced flag, update amount fields, and write a timestamp.
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Step 1
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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