How it works
Follow these 9 simple steps to automate this task automatically.
Order Created
Order Created
Retrieve Shop
Retrieve Shop
Get List of Contacts
Get List of Contacts
Get List of Accounts
Get List of Accounts
Shopify Customer Exists in Xero
Shopify Customer Exists in Xero
Create Invoice
Create Invoice
Shopify Customer Does Not Exist in Xero
Shopify Customer Does Not Exist in Xero
Create or Update Contacts
Create or Update Contacts
Create Invoice
Create Invoice
Make it your own
Customize this workflow even further:
Set custom delays
Schedule actions to trigger after a set time period, such as sending follow-up emails 3 days after an event.
Chain multiple actions
Connect several steps together in one workflow, like tagging data, updating records, and notifying your team simultaneously.
Store data in tables
Save order details, customer preferences, or custom metrics in your own database for reference and reporting.
Deploy AI agents for smart decisions
Let AI agents evaluate complex scenarios and choose the right action path based on your defined rules.
Frequently asked questions
What is a template?
Templates are pre-made workflows by our team of experts. Instead of building a workflow from scratch, these have all the steps needed to complete the task.
Can I personalize a template?
Yes! Every step can be customized to meet your exact requirements. Additionally, you can even add more steps and make it more sophisticated.
Are templates free?
Yes! Our entire library containing hundreds of templates are free to use and customize to your exact needs.
Ready to automate this task automatically?
Join thousands who've automated their work and saved an average of 3.5 hours every week.
Start with this template — It's free7-day free trial • 9 min setup • Cancel anytime