1.Triggers on updated invoice (authorised)
Integrate Xero and accounting data to watch for updated authorised invoices and map payload fields to workflow inputs.
Create or update CRM opportunity from authorised invoice
Automatically monitor authorised invoice updates across Xero and map invoice data into Maximizer CRM. Create and update opportunities when invoice references match, compute revenue buckets, and alert ownersβso you can avoid manual data entry.
How this automation creates accurate CRM opportunities
When authorised invoice updates arrive without a linked CRM record, revenue visibility slips and owners miss timely follow-up. This automation maps invoice details and finds or creates Maximizer CRM opportunities and notifies ownersβso your team can keep opportunity data current.
Xeroor swap with your favorite app
2.Filters invoices by reference
Integrate Filter by Zapier and workflow rules to continue only when the invoice reference value is present.
Filter by Zapieror swap with your favorite app
3.Extracts reference and computes dates
Integrate Formatter by Zapier and data calculations to parse invoice references, compute currency buckets, and calculate licence end date.
Formatter by Zapieror swap with your favorite app
4.Finds matching opportunity
Integrate Maximizer CRM and CRM search to find an opportunity by the mapped invoice reference and prepare updates.
Maximizer CRMor swap with your favorite app
5.Creates opportunity when no match
Integrate Maximizer CRM and CRM record creation to create a new opportunity with account link, revenue, currency, and default ownership.
6.Sends alert to opportunity owner
Integrate Email by Zapier and notification templates to send the owner an alert with the opportunity link or lookup failure.
Email by Zapieror swap with your favorite app
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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Step 1
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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
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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