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New Sales Invoice Triggers Like Xero or Zoho Invoice In Zapier#4579

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I would like Bookipi to add a “New Sales Invoice” trigger to the Zapier integration, similar to the existing functionality available with accounting/invoicing platforms such as Xero and Zoho Invoice.

The trigger should fire automatically whenever a new sales invoice is created in Bookipi and make the invoice information available as Zapier fields.

Ideally, the trigger would provide fields such as:

  • Invoice ID / Invoice Number
  • Customer Name
  • Customer Email
  • Customer Phone Number
  • Invoice Amount / Total
  • Invoice Status
  • Invoice Date
  • Due Date
  • Customer ID
  • Invoice URL
  • Line items / Products or Services
  • Business information

This would allow users to build automations such as:

Bookipi → Zapier → CRM/Marketing Platform

For example, when a new sales invoice is created in Bookipi, Zapier could automatically send the customer information to another system and trigger a workflow.

A “New Sales Invoice” trigger would be particularly useful for businesses that want to automate their customer follow-ups, CRM updates, review requests, notifications, and other post-sale processes without needing to manually export or transfer invoice data.

This functionality would make the Bookipi Zapier integration significantly more useful for automation and would bring it closer to the capabilities available through platforms such as Xero and Zoho Invoice.

8 days ago