Question

Create new invoice in XERO after deal was won on MONDAY

  • 14 May 2020
  • 3 replies
  • 876 views

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?

The algorithm

  • deal marked as Won on Monday.com
  • sales invoice automatically created in XERO based on data from Monday.com

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3 replies

Userlevel 7
Badge +8

Hi @andriiliakh ,

Thanks for reaching out- happy to help here!

You’re correct, there is not a trigger specifically for a won deal in Monday.com but you could use:

  1. Monday.com Trigger “Updated Column Value”
  2. A Filter step for “Won” 
  3. Xero Action “Create Sales Invoice” 

Let us know if that does the trick for your workflow or if you have any additional questions! 

Hi @andriiliakh ,

Thanks for reaching out- happy to help here!

You’re correct, there is not a trigger specifically for a won deal in Monday.com but you could use:

  1. Monday.com Trigger “Updated Column Value”
  2. A Filter step for “Won” 
  3. Xero Action “Create Sales Invoice” 

Let us know if that does the trick for your workflow or if you have any additional questions! 

Thanks @Liz_Roberts 

I receive error in the moment of “Customize Column Value” selection

We’re having trouble loading 'Column Id' data

Required field "Board ID" (board_id) is missing.

 

Also I don’t understand where to get Pulse Id. 

Userlevel 7
Badge +10

@andriiliakh 

Sorry we missed your message! Did you get this sorted in the end? Or do you still need help?