zapierxero-apimonday.com

Create new invoice in XERO after deal was won on MONDAY


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?


Solution

  • adelak I'm assuming that deal won on monday.com is represented by a status column meaning your trigger should be 'update column value'. On XERO your action is probably 'create sales invoice'