1.New authorised sales invoice
Integrate Xero and invoice event data to watch for new authorised sales invoices and trigger logging for issued invoice notes.
Add issued invoice notes to customer records for visibility
Automatically monitor new authorised sales invoice events across Xero and CRM notes in Keap. Create and update when invoices match a contact email, notes get attached, or records get updatedβso you can preserve invoice context, reduce manual follow-up, and improve billing visibility without manual entry.
How this automation preserves invoice visibility
When a new authorised sales invoice appears, billing and sales teams can lose context and delay follow-up. This automation filters for contact email and finds the right contact, then creates a Keap note with invoice detailsβso your team can answer faster without chasing paperwork.
Xeroor swap with your favorite app
2.Continue only when contact email exists
Integrate Filter by Zapier and CRM data validation tools to check for contact email presence and to route only valid invoices.
Filter by Zapieror swap with your favorite app
3.Find Contact by email
Integrate Keap and contact lookup tools to search by invoice email and to identify the matching record.
Keapor swap with your favorite app
4.Create Note on found contact
Integrate Keap and CRM note templates to create a note with invoice number and amount due and to attach invoice context.
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Capture complete sales records with automated email logging, meeting logging, and call logging
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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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