anria
anria

Reputation: 667

Create new invoice in XERO after deal was won on MONDAY

Want to create a new invoice in XERO automatically after a deal was won on Monday.com

The problem is that can't find a specific event for this on Zapier. Or maybe it's possible to do this in any other way?

Upvotes: 0

Views: 139

Answers (2)

Roy Nevo
Roy Nevo

Reputation: 61

adelak I'm assuming that deal won on monday.com is represented by a status column meaning your trigger should be 'update column value'. On XERO your action is probably 'create sales invoice'

Upvotes: 1

SerKnight
SerKnight

Reputation: 2662

looks possible to me.. https://zapier.com/apps/monday/integrations/xero

Although yeah I don't see all the endpoints mapped out as options..

Ideally to get that granular monday would need to build their own integration to Xero.

Upvotes: 0

Related Questions