Below are the steps to integrate your Shortlist account with XERO using Zapier:
In your Shortlist Account
Step 1. Create custom fields that you would like to be imported to Xero when an invoice is created in Shortlist
Step 2. Add the custom field template when creating a task
Step 3. Select values based on the fields applicable to the task created
In your Zapier account
Step 1. Click Make New Zap and Select Shortlist
Please reach out to firstname.lastname@example.org to get an invite to our Zapier app.
Step 2. Choose Trigger - Payment Status Changed
Step 4. Setup Options - Select the Appropriate Status
Step 5. Add to Xero
Create your template with appropriate data
Finally, Turn your Zap ON
Need more information regarding our integrations? Please reach out to your Customer Success Manager or email us at email@example.com.