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Workflow Automation- Generate sales invoices in Xero when new deal stages are updated in Recruit CRM

This article will guide you on how to connect the apps used in the automation and provide an overview of each step involved in the recipe.

Written by Likhitha Satya Maansi Rudra

This recipe automates the process of invoice generation in Xero. When a deal stage is updated in Recruit CRM to one or more specific stages, an invoice is automatically created in Xero. If there is an error during this process, the recipe raises an exception with details about the error.

Apps that are required to be connected for the recipe

1. Recruit CRM

2. Xero

🔗 How to connect your Recruit CRM app in Workflow Automation

1. Navigate to Admin Settings >>> Workflow Automation & Integrations.

2. Click on the Connections tab under the 'Workflows' section and click on the 'Create' button >>> 'Connection'.

3. Use the search bar to search for the Recruit CRM app and connect it by selecting it and entering the API key.

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Once the app is successfully connected, you will be able to see a message as 'Connection Established'.

🔗 How to connect your Xero app in Workflow Automation

1. Navigate to Admin Settings >>> Workflow Automation & Integrations.

2. Click on the Connections tab under the 'Workflows' section and click on the 'Create' button >>> 'Connection'.

3. Use the search bar to search for the Xero app and connect it by selecting it

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Once all the required apps are connected, you can select the connected account inside the related steps of the recipe from here.

📋 Overview of each step in the Recipe

1. Trigger: New Deal Stage Updated in Recruit CRM

This is the starting point of the automation. It gets triggered whenever a deal's stage is updated in Recruit CRM.

2. Actions:

  • Monitor step:

    It helps in monitoring the following actions for errors. This makes the automation more reliable.

  • IF Condition:

    Checks whether the Deal stage is Generate Invoice or Won and

    If yes, it continues to the next step, and generates an invoice in Xero

    If no, then no further action is taken.

  • Error Handler:

    If something fails within the Monitor block, then this step is triggered. The Retry Logic ensures that if the errors match those specified (429, 500–504), it retries the monitored actions up to 3 times. If the error continues after 3 retries, or if the error doesn’t match the handled types, the automation stops.

Hope this helps!😊

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