Xero
touchSMS
zapier

An automated workflow using zapier

Connects Xero + touchSMS

Send SMS alerts in touchSMS for new issued invoices in Xero

About this workflow template

This automation scenario allows you to connect Xero and touchSMS

It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.

Diagram

Send SMS alerts in touchSMS for new issued invoices in Xero
Workflow diagram: Xero + touchSMS integration

How it works?

When this trigger fires in Xero

Xero

New Sales Invoice (Legacy) in Xero

Triggers when you add a new sales invoice. (Accounts Receivable).

Then this action happens in touchSMS

touchSMS

Send SMS in touchSMS

Sends a SMS to a single mobile number.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Send SMS alerts in touchSMS for new issued invoices in Xero.

Part I

Configure Applications

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

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Xero to Zapier.

    Connect Xero to Zapier.

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

  • Connect touchSMS to Zapier.

    Connect touchSMS to Zapier.

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

Part II

Build an integration workflow

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

  • Set up a Trigger action for Xero

    Set up a Trigger action for Xero

    Choose the following trigger: New Sales Invoice (Legacy) (Triggers when you add a new sales invoice. (Accounts Receivable).).

  • Then set up an Action for touchSMS

    Then set up an Action for touchSMS

    Choose this action: Send SMS (Sends a SMS to a single mobile number.).

Part III

Test and Publish

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

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between Xero and touchSMS.

  • Test the workflow and turn it on for production use

    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 Send SMS alerts in touchSMS for new issued invoices in Xero!

Supported triggers and actions

  • Xero

    New sales invoice (legacy)

    Triggers when you add a new sales invoice. (Accounts Receivable).

    zapier
    triggerbyzapier
  • Xero

    New contact

    Triggers when you add a new contact.

    zapierpabbly-connectalbato
    triggerbyzapierpabbly-connectalbato
  • Xero

    New contact (legacy)

    Triggers when you add a new contact.

    zapier
    triggerbyzapier
  • Xero

    New payment

    Triggers when you receive a new payment.

    zapierautomateioalbato
    triggerbyzapierautomateioalbato
  • Xero

    New bill

    Triggers when you add a new bill. (Accounts Payable).

    zapierautomateiopabbly-connect
    triggerbyzapierautomateiopabbly-connect
  • Xero

    New quote

    Triggers when a new quote is created.

    zapieralbato
    triggerbyzapieralbato
  • touchSMS

    Send sms

    Sends a SMS to a single mobile number.

    zapier
    actionbyzapier
  • touchSMS

    Create contact

    Automatically creates a new contact in touchSMS platform.

    zapier
    actionbyzapier
  • touchSMS

    New incoming sms

    Triggers when a new inbound SMS is received.

    zapier
    triggerbyzapier
  • touchSMS

    Get sender ids

    Get Sender Ids from account

    zapier
    triggerbyzapier

Apps you need

Xero

Xero

Accounting

Online accounting software for expenses tracking, invoices, and bookkeeping

Zapier

Zapier

Automation Platforms

No-code automation service

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