1.Monitors new paid orders
Integrate Shopify to capture paid order events and trigger downstream payment validation.
Shopifyor swap with your favorite appRecord paid storefront orders to your accounting ledger
Automatically monitor new paid orders across Shopify, Zapier, and Xero. Create and update when paid order captures, qualifying tag matches, or invoice reference alignsβso you can post payments, link invoices, and reconcile faster without manual reconciliation.
How this automation posts your payments to Xero
When new paid orders arrive, delays can stall reconciliation. This automation filters qualifying orders, normalizes invoice references, waits for settlement, and creates Xero paymentsβso your team can reconcile without manual follow up.
2.Continues only for qualifying orders
Integrate Filter by Zapier to gate processing so only tagged or matching orders proceed.
Filter by Zapieror swap with your favorite app
3.Builds invoice reference and amount
Integrate Code by Zapier to generate an invoice reference and normalize the payment amount.
Code by Zapieror swap with your favorite app
4.Waits for settlement window
Integrate Delay by Zapier to pause processing so payments settle before posting to Xero.
Delay by Zapieror swap with your favorite app
5.Creates payment on matched invoice
Integrate Xero to find invoices by number and create a matched payment when totals and status align.
Xeroor swap with your favorite app
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
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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