Xero SMS Automation
Instantly text customers a thank-you and their receipt link the moment a Xero invoice is paid. Tag contacts and track payment confirmations with zero manual effort.
Why This Workflow Matters
Getting a quick, friendly confirmation builds trust and reduces support questions. This workflow sends an immediate thank-you SMS with a receipt link right after payment, tags the contact for easy segmentation, and tracks receipt views so you know confirmations are landing.
How The Automation Works
Trigger: Xero invoice paid webhook
Entry Conditions: invoice.status=PAID
Tags/Fields Created: tag: xero_paid
ActiveCampaign Steps: Send thank-you SMS -> receipt link
SMS Sent (via D7): {'method': 'POST', 'url': 'https://api.d7networks.com/sms/send', 'body': "{ 'to':'{{phone}}','content':'Invoice {{invoice_id}} paid. Receipt: {{link}}' }"}
Exit Conditions: receipt viewed
Goal: Payment confirmations
Automation Table
| Step | What Happens | Why It Matters |
|---|---|---|
| Trigger fires | Xero invoice paid webhook | Starts the flow at the exact moment payment is completed. |
| Entry check | invoice.status=PAID | Ensures only fully paid invoices enter the automation. |
| Tag applied | tag: xero_paid | Keeps contacts organized for reporting and follow-up. |
| ActiveCampaign action | Send thank-you SMS -> receipt link | Delivers an immediate, friendly touchpoint with the receipt link. |
| D7 SMS API sends message with invoice and link | Reaches customers where they’re most responsive on their phone. | |
| Customer opens receipt link | Confirms delivery and engagement with the receipt. | |
| Exit when receipt viewed | Stops the flow once the goal action is completed. | |
| Goal tracked | Payment confirmations | Measures success and reliability of payment confirmations. |
SMS Message Variations
- Thanks! Payment received for invoice {{invoice_id}}. Your receipt: {{link}}
- Payment confirmed for invoice {{invoice_id}}. View your receipt here: {{link}}
- Invoice {{invoice_id}} is paid. Here’s your receipt: {{link}}
Who This Workflow is For
- Service providers and agencies sending invoices through Xero
- Trades and home services that want fast, clear payment confirmations
- Professional services (consultants, accountants, legal) needing timely receipts
- Ecommerce and subscription businesses that value instant SMS updates
