Using Zapier to send a Slack message with a daily digest of paid Xero invoices can provide useful data which is sent to your team automatically. Knowing when invoices have been paid is business-critical information, but it can be time-consuming to check your accounting system manually, and then more effort to share updates with your team.
Zapier improves productivity by automating this workflow, to integrate with Xero and Slack and broadcast a daily digest of all paid invoices via a channel message.
Our video explains how Xero integration with Slack can be configured
Xero is a cloud-based accounting system which has many pre-built integrations with Zapier, which allow two or more applications to be connected. Linking Xero with Slack using Zapier means that messages can be automatically sent via either a channel message, a private channel message or a direct message.
Our video demonstrates how to configure a daily digest of paid Xero invoices and send that via Slack in a channel message. Digest by Zapier is a powerful feature which creates a summary of data from a wide range of applications including calendars, social media platforms, RSS feeds and many more. It saves you going into multiple systems for information, delivering it via email or Slack either daily, weekly or monthly, at a time to suit you.
How Zapier’s pre-built integrations link Xero with Slack
Our video shows how to create a zap and how each step is configured to send a Slack message with a daily digest of paid Xero invoices. The steps are:
- Create a trigger step when any new sales invoice payments are made in Xero.
- Format the paid date into a nicer, more readable format.
- Configure the digest by defining the data to be displayed, how often it should be sent and at what time of day it will be broadcast via Slack.
- Customise the layout of the Channel Message which will be sent via Slack.
You can find other integrations with Slack here, including how to trigger direct, channel and private channel messages. There are over 2,000 applications which integrate with Slack including Microsoft Excel, Gmail, Trello, Mailchimp and Twitter. For example, you could configure a digest of your outstanding Trello tasks, or daily Twitter mentions, or new Mailchimp subscribers.
Watch the video and subscribe to our YouTube channel
Alternatives to Xero integration with Slack
If you don’t use Slack, or would prefer to receive a daily digest of paid Xero invoices via email instead, then it’s easy to tweak this integration to do that. Zapier integrates with Gmail and Microsoft Outlook, and also its own email client, Email by Zapier.
For more ideas about tasks you can automate using Zapier then here are our 5 Quick Wins which will save time and increase productivity for you and your team.
Save time and grab our pre-built Zap template
More about automation using Xero
If you’re a Xero user then we have some other automations you can use to connect it with your other business apps.
- How to automate adding invoices to Xero from Pipedrive
- How Xero automation saves time and reduces errors
- How to automate thanking your customers for paying their Xero invoices
We also have a brilliant case study for one of our clients, One Year No Beer, who saved over £2800 by optimising their Xero setup using Zapier.
Our other resources
We also have plenty of free resources:
- Our free e-book is the perfect introduction to business automation.
- Our Zapier functions cheat sheet delves into the powerful inbuilt helper apps which can supercharge your automations.
- A free checklist to help you justify an automation budget.
And finally, our founder / chief problem solver / chief automator Kelly Goss’ new book, Automate It with Zapier, is out now and is the most comprehensive Zapier guide on the market. It will get you up and running and to the stage where you can build and debug advanced automations. Buy your own copy today directly from publisher Packt using this link. Or here are links to Amazon (.co.uk) and Amazon (.com) if you prefer.
Read more about how our certified experts use Zapier workflow automations to simplify processes and increase efficiency.
Solvaa is a process and automation consultancy specialising in improving sales, operations and financial administration workflows. We help you to simplify and streamline existing processes, integrate your business tools to make data transfer more efficient and automate manual tasks to increase productivity. We are Zapier Certified Experts, Pipedrive Certified Experts and Xero Certified Advisors.
Contact us today to discuss how Solvaa can help you simplify, improve and automate all aspects of your business with Zapier to save you time, reduce costs and keep you agile as you grow.
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