Triggers, searches and actions in our Xero integration
This integration has the following steps:
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Trigger: New Payment
Triggers when a new payment is reconciled, with a customisable lookback window. (Zapier's existing Xero integration only supports 7 days)
Search: Get Invoice(s) From Recurring Series
Given a recurring invoice template ID, this search step will return the ID and associated data of the most recent invoice in the series and all the previous invoice.
Action: Create Recurring Invoice
Create a recurring Xero invoice.