Create an invoice in Xero when an opportunity stage is updated in Salesforce

■Overview

Do you find it time-consuming to manually create invoices in Xero after a Salesforce opportunity moves to the Closed Won stage? This process can lead to data entry errors and missed follow-ups, adding extra work for both sales and accounting teams. With this workflow, you can trigger automation when a Salesforce opportunity stage is updated and automatically create an invoice in Xero, making your invoicing process faster and more accurate.

■Who is this template for?

• Sales and accounting teams that use Salesforce and Xero and find invoice creation time-consuming
• Anyone looking to eliminate manual data entry errors and improve invoicing accuracy
• Anyone looking to streamline their entire workflow by seamlessly connecting the sales process with invoicing

■Benefits of using this template

• When a Salesforce opportunity is marked as Closed Won, an invoice is automatically created in Xero, reducing the time spent on manual work.
• By connecting data across systems, you can reduce the risk of human errors such as incorrect amounts or customer information.

■How the Flowbot works

1. First, connect Salesforce and Xero to Yoom.
2. Next, select Salesforce as the trigger and set it to “When a record is created or updated in the Opportunity object.”
3. Then, use the “Branch” operation to set a condition so that the workflow proceeds only when the opportunity reaches a specific stage, such as Closed Won.
4. Next, configure Salesforce’s “Get a record” action in the operation to retrieve the customer information and other details required to create the invoice.
5. Finally, configure Xero’s “Create Invoice” action in the operation to automatically create an invoice using the retrieved information.

※ “Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.

■Customizing this workflow

• In the Branch operation, use the opportunity stage information retrieved from Salesforce to set the conditions for triggering subsequent operations. For example, you can specify a condition such as “When the stage becomes Closed Won” to ensure that invoices are created only in specific situations.

■Notes‍

• Connect both Salesforce and Xero to Yoom.
• The trigger interval can be set to 5, 10, 15, 30, or 60 minutes. Please note that the shortest available trigger interval depends on your plan. We generally recommend using the shortest interval available for your plan.
• Salesforce is available only on the Team and Success plans. On the Free and Mini plans, operations and Data Connects configured in your Flowbot will result in errors.
• Paid plans, including the Team and Success plans, come with a two-week free trial. During the trial, you can use apps subject to plan restrictions.
• Branching is an operation available on the Mini plan and above. On the Free plan, operations configured in your Flowbot will result in errors.
• Paid plans, including the Mini plan, come with a two-week free trial. During the trial, you can use apps and features (operations) subject to plan restrictions.