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Create an automation to export invoices to Xero

Set up an invoice automation that exports invoices to Xero automatically when they reach a status you choose, such as Sent.

Create the invoice automation

1. Click here.

Zigaflow dashboard with the settings gear icon highlighted in the top-right toolbar, beside the notifications bell

2. Click "Automations"

Settings menu in Zigaflow with the Automations option highlighted between Automated Messages and Branding

3. Click "Invoice"

Automations settings page with the Invoice tab highlighted in the document type list below Quotation and Delivery Note

4. Click "New Automation"

Automations page with the Invoice tab selected and the New Automation button highlighted above the automations list

5. Enter a name for the automation

Edit Automation panel with the Name field highlighted, above Trigger Type, Delay Trigger, Allow Repeat and Is Active options

6. Set the "Trigger Type" to "Status Changed"

Edit Automation dialog with the Trigger Type dropdown open and the Status Changed option highlighted above New Invoice

7. Click the "Is Active:" field.

Edit Automation panel for Export to Xero with Status Changed trigger, highlighting the Is Active checkbox above Save

8. Click "Save"

Edit Automation panel for Export to Xero with Status Changed trigger and Is Active checked, Save button highlighted

Set the status condition

9. Edit the default condition

Export to Xero automation with the edit icon highlighted on the Status Is Equal To Draft row under More Conditions

10. Set it to the status you want the invoice to be export to Xero in, for example "Sent"

Conditions panel Value dropdown open with Draft, Approved, Sent, Paid, Cancelled options, with Sent highlighted for selection

11. Click to save

Edit Automation panel with a Status Is Equal To Sent condition row, checkmark save button highlighted under More Conditions

Add the Xero export action

12. Click "Select New Action..."

Automation panel with the Actions section's "Select New Action..." dropdown highlighted, below a Status Is Equal To Sent condition

13. Click "Export To Xero"

Automation Actions dropdown open under Select New Action, with Export To Xero highlighted among the action options

14. Click "Save & Close"

Edit Action dialog for Send Emails with a Xero integration warning, highlighting the green Save & Close button

Learn more: the Xero integration

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