Create Xero Sales Invoices for new Upwork messages

First, we need to connect Upwork and Xero to Zapier.

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  Create Zapier account.

  Create Zapier account if you don't have one.

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  Connect Upwork to Zapier.

  Give Zapier access to your Upwork account, using Upwork credentials.

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  Connect Xero to Zapier.

  Give Zapier access to your Xero account, using Xero credentials.

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

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  Set up a Trigger action for Upwork

  Choose the following trigger: New Message (Triggers when a new message is sent to a room.).

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  Then set up an Action for Xero

  Choose this action: Create Sales Invoice (Creates a new sales invoice (Accounts Receivable).).

Finally, we need to test this automation and publish it.

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  Customize data flow

  Configure the data that is exchanged between Upwork and Xero.

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  Test the workflow and turn it on for production use

  Test your scenario and publish to production. Now you have an automatic workflow, that will Create Xero Sales Invoices for new Upwork messages!