Workflow Automation: Auto-Generate Invoices via QuickBooks/Xero/Sellsy When Deals Are Won | Recruit CRM

This recipe will help you automatically generate an invoice in QuickBooks, Xero, or Sellsy as soon as a deal is marked as "Won" in Recruit CRM.

Apps that are required to be connected for the recipe

2. Xero / QuickBooks / Selllsy

🔗 How to connect your Recruit CRM app in Workflow Automation

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.

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

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

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

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 QuickBooks app and connect it by selecting it, then signing in:

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

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 Sellsy app and connect it via HTTP.

Enter the following details:

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

1. Trigger: New Deal stage updated in Recruit CRM:

This is the starting point of the automation. It gets triggered whenever a deal 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 updated deal stage is Won:
- If yes, it continues to the next step, which is to create an invoice according to the requirements in the app of your choice (Xero/QuickBooks/Sellsy).
- 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.

That's it! I hope this helps.

Feel free to reach out if you have any questions, or run into any errors! Happy recruiting :)