With make let's say you're using airtable as a central database to store all your order information once the order status column is set to send an invoice an invoice.
Will be created in xero and sent to a client automatically in this example the airtable app watches for record Updates this is the trigger to kick start the automation process.
Let's configure it create or select a connection to your airtable account select the base select a table.
Set the trigger field to last modified select the label field enter the number of Records you want make to retrieve during one cycle use this formula to filter only those.
And if it doesn't exist we'll create a new one select the search for contacts module create a connection to your xero account you'll need to allow make to access your organization select the.
Organization from the list select search by field select which field you want to search in our case we're searching by email address map the email address from the preceding air table module click on.
OK to confirm your settings let's add a router to split the scenario into two flows depending on whether the contact already exists or not the scenario will either create a new.
Contact in xero or send an invoice to the existing one click here to set up the first filter add a label if exists map the contact ID from the preceding search module select.
The basic operator exists then set up the second filter correspondingly add a label if doesn't exist map the contact ID from the preceding search module select the basic operator does not exist.
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Let's configure the first route which is - ID Card Make
The create an invoice module create a connection to your xero account select the organization from the list select the type of the invoice map the.Contact ID that was found by the search module click on add item to map invoice line items map all fields from airtable for example description.
Quantity and unit price now let's set up the route that will create a new contact and then create an invoice select create a contact select the organization here you need to.
Provide the name of the contact and map it from airtable click on show advanced settings and map the email address from the preceding air table module now we can add the create.
An invoice module you can add a module and configure it again from the beginning or you can easily copy paste an existing one press shift select the module and use Ctrl C Ctrl V to paste it.
Connect both modules open the module and replace the mapping with the newly created contact ID from the preceding module now let's see the Automation in action.
Open air table and choose a project for which you want to send an invoice change the status to send an invoice you can manually execute and automate the process by hitting the Run button here.
Now you can see the data moving quickly between the apps and an invoice was created just as expected and that's it all that's left to do now is to schedule how often you want the.
Process to run automatically and switch it on what's even cooler is that you can utilize our extensive gallery of templates to start automating your.
Workflows within minutes simply navigate
To the templates page click on the filter option and search for xero click on the app and you'll see a list of templates that feature Integrations.Between xero and other useful apps the interactive scenario Builder will guide you through the process of creating the scenario step by step sign up for a make account today we have.
