Flow - Create an Account with an Invoice at once or not

As your business improve its level of automation, more complex scenarios will surface.

A common one is to whether you need to create an Account in Xero at the same time you raise an invoice.

A typical example would be for a newly converted Lead in Salesforce which you need to raise a Xero Invoice. However, the same process would need to be used to create Invoices for already created Xero Contacts.

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Step 1: Create a flow for you source Invoice record

Step 2: Get the Xero Contact for the Account record.

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Step 3: Build in a condition to check whether the account on the record already has a Xero Contact record or not.

Step 4: You can now create the 2 other branches

1 for creating an Invoice only

1 for creating a Xero Contact and a Xero Invoice