When invoice is created, create an item and sync future changes
This recipe creates a new item in your monday.com board when a new invoice is created in your connected Xero account and sync any future changes made from Xero into monday.com.
Enter the Integrations Centre by clicking "Integrate" at the top right hand side of the screen.
- Select "+ Add new integration"
- Select the app called "Xero Invoicing" from the app selections list
Select the recipe: 'When invoice is created, create an item and sync future changes'.
Configure the recipe:
"Item" pop up, configure accordingly:
Map the fields that will be pulled from monday.com into your Xero account upon status change
The following fields are required:
- Invoice Number - The Xero invoice number
Select 'Add To Board' once configured.
You will see a green toggle button with the label 'On' to confirm that the integration is active.
If you would like additional information to be added to the invoice in Xero, please submit your feature request here.