Skip to main content

Get Support
Have a question? Let's get you an answer!

How Do I...? Troubleshooting Code & Webhooks Developer Zone

Other Help Resources
Wait, there's more! Check out these Community sourced spaces for additional resources.

Zapier Help Center Hire an Expert

Learning Resources
All of our best learning resources can be found here.

Featured Articles Show & Tell Zapier's products AI Hub Zapier Tools Hub

Share your knowledge
Give back to the Community by sharing your automation wins and helping to answer questions.

Share your success See unanswered questions User Groups

Other Learning Resources
Some of our favorite additional ways to upskill your Zapier knowledge.

Zapier Learn Zapier Blog Zapier Webinars

Product Updates
Check out what is new and upcoming with Zapier with our regular product updates.

Product Updates

Early Access Program
Want to join Early Access? Learn more here.

Question

Create new invoice in XERO after deal was won on MONDAY

A

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
Did this topic help you find an answer to your question?
This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

3 replies

Liz_Roberts
Forum|alt.badge.img+8
  • Liz_RobertsZapier Staff
  • Zapier Staff
  • 1366 replies
  • May 15, 2020

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! 

A
  • andriiliakhBeginner
  • Author
  • Beginner
  • 1 reply
  • May 17, 2020
Liz_Roberts wrote:

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. 

1 Attachments
AndrewJDavison_Luhhu
Forum|alt.badge.img+10

@andriiliakh 

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

We're Zapier Certified Experts - we help businesses do cool stuff with automation | www.luhhu.com
Terms & Conditions