I have a Zap that creates a new invoice in Xero, which works well. But then I need to manually login to Xero to email out that invoice to the customer.
With Zapier, can I also have Xero email out that newly created invoice?
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Hi
Sadly, it’s not possible to use Zapier to have your Xero invoice emailed to customers.
Not sure if it a suitable workaround, but one of the returned fields for the “Create Invoice” step is a pdf version of the invoice - which you could attach to an email step if you.
Thank you.
Zapier has just added the action event to email invoice via Xero. However, it cannot email the invoice with a pdf attachment of the invoice.
I am investigating your idea of getting the pdf version of the invoice and creating a separate step where the pdf will be emailed to the customer separately.
How do I get the pdf of the invoice? Specifically, I don’t see a ‘returned fields for the “Create Invoice” step’. Am I missing something?
After you’ve created the invoice, you need to add a “Find Invoice in Xero” step. One the returned fields will be “InvoicePDF”:
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