1.Triggers on authorised sales invoices
Integrate Xero and invoice monitoring tools to detect authorised sales invoice events and start subscriber enrichment for email list management.
Add authorised invoice contacts to nurture list and card
Automatically monitor authorised sales invoices and contact details across Xero, Zapier Tables, Mailchimp, and Trello. Create and update when invoice qualifies, draft invoice appears, or test invoice is detectedβso you can add subscribers, refresh tags, and share invoice context without manual list cleanup.
How this automation grows your subscriber list
When authorised invoices arrive but contacts and tags stay out of date, outreach loses relevance. This automation watches authorised sales invoices and filters qualifying ones, then finds or creates contacts and updates Mailchimp subscribers while adding Trello invoice contextβso your team can keep lists accurate.
Xeroor swap with your favorite app
2.Continues only on qualifying invoices
Integrate Filter by Zapier and rule logic tools to evaluate invoice number qualifiers and skip drafts or test invoices automatically.
Filter by Zapieror swap with your favorite app
3.Finds contact by invoice contact name
Integrate Xero and contact lookup tools to map invoice contact fields and find the existing customer record by name.
4.Finds subscriber record by email
Integrate Zapier Tables and database lookup tools to search your contacts table by invoice contact email.
Zapier Tablesor swap with your favorite app
5.Adds or updates the subscriber
Integrate Mailchimp and audience management tools to add or update subscribers, set status subscribed, and remove tags or segments.
Mailchimpor swap with your favorite app
6.Adds an invoice comment to the card
Integrate Trello and project boards to find the right card and add an invoice reference, totals, and line item summary.
Trelloor 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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