Accounting invoices from confirmed orders

The scenario takes uninvoiced orders from SeaTable, finds or creates the customer in Xero, issues the invoice from the order's line items and writes its number back into the table.

  • Invoices issued with no manual entry
  • An existing customer isn't duplicated
  • Order line items are carried over exactly
  • The invoice number is visible in SeaTable
WebhookQuickBooks
Set it up for yourselfScriptera

How it works

To move data from SeaTable to Xero automatically, use a ready-made scenario — no manual exports.

  1. Starts when: Webhook
  2. Then: Get Airtable Orders Records
  3. Check: If Invoice not Created
  4. If yes: Get Customer Details
  5. Then: QuickBooks - Find Customer
  6. Check: IF - Customer doesn't Exists?
  7. If yes: Create a customer
  8. Check: Append Customers
  9. Then: Get Products
  10. Then: Search Product ID
  11. Then: Data Preparation
  12. Then: Parse in HTTP
  13. Check: Loop Over Items1
  14. Then: Create Invoice URL
  15. Then: Create Invoice record
  16. Then: Update Order record
  17. Then: Update Customer Record

You can launch this SeaTable + Xero integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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