1.Detect authorized sales invoice
Integrate Xero and accounting tools to detect authorized sales invoices and pull invoice reference, contact email, and invoice date.
Update client CRM record when invoice is authorized
Automatically monitor authorized sales invoices across Xero and NetHunt CRM. Create and update when authorized invoices appear, invoice dates shift, or invoice references mapβso you can format dates, find matching clients, and update invoice dates without manual entry.
How this automation updates client invoice dates
When a new sales invoice is authorized in Xero, client invoice dates can stay stale until someone updates the CRM. This automation formats the invoice date and finds the matching client record and updates it in NetHunt CRMβso your team can keep billing details current.
Xeroor swap with your favorite app
2.Formats the invoice date
Integrate Formatter by Zapier and date formatting tools to format the invoice date for CRM entry.
Formatter by Zapieror swap with your favorite app
3.Waits the follow-up window
Integrate Delay by Zapier and scheduling tools to pause the flow for your configured follow-up duration.
Delay by Zapieror swap with your favorite app
4.Finds the client record
Integrate NetHunt CRM and CRM search tools to find the matching client using the contact email.
NetHunt CRMor swap with your favorite app
5.Updates the invoice date field
Integrate NetHunt CRM and CRM record update tools to write the formatted invoice date into the configured invoice date field.
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