Create an invoice in Xero when a deal is created in Bitrix24

■Overview

Are you spending too much time and effort manually transferring deal information managed in the CRM tool Bitrix24 to the accounting software Xero? Although this is a critical task where errors are not acceptable, it can become a significant burden for the person responsible. By integrating Bitrix24 with Xero, this workflow automates the entire process from deal creation to invoice issuance, eliminating the effort of manual data entry and helping prevent human error.

■Who Is This Template For?

• Anyone who manually manages deals in Bitrix24 and issues invoices in Xero
• Anyone who finds transferring data between Bitrix24 and Xero time-consuming and inefficient
• Anyone who wants to streamline the transfer of billing information from sales to accounting and improve overall productivity

■Benefits of Using This Template

• When a deal is created in Bitrix24, an invoice is automatically created in Xero, allowing you to spend the time previously used for data transfer on other tasks
• Prevent human errors such as manually entering incorrect amounts or customer information and failing to issue invoices, improving operational accuracy

■How the Flowbot Works

1. First, connect Bitrix24 and Xero to Yoom
2. Next, select Bitrix24 as the trigger and set the action to “When a new deal is created”
3. Then, set the Bitrix24 “Get deal information” action as an operation to retrieve the details of the deal that triggered the flow
4. Next, use the Bitrix24 “Get contact information” action to retrieve the customer information associated with the deal
5. Then, use the AI feature’s “Extract text” action to extract the information required to create an invoice from the retrieved data
6. Finally, set the Xero “Create an invoice” action as an operation to create an invoice based on the information retrieved and extracted in the previous steps

■Customization Options for This Workflow

• In the AI text extraction operation, specify the items you want to include on the invoice, such as the company name, amount, and product name, from the information retrieved from Bitrix24
• In the Xero invoice creation action, configure the mapping to specify which data, such as values retrieved from Bitrix24 or extracted by AI, should be applied to each field

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

■Notes

• Connect both Bitrix24 and Xero to Yoom.
• You can select a trigger interval of 5, 10, 15, 30, or 60 minutes.
• Please note that the shortest available trigger interval varies by plan.
• Enter the Xero Contact ID in the Comment field of the contact linked to Bitrix24’s “New Deal.”