Hi there,
I was wondering if there was a way for Zapier to track specific new payments. The ‘New Payment in Xero’ trigger looks to be a catch-all; ideally we would like to track when payments come in that have a specific reference.
For example, if we had a colleague called ‘Joe Bloggs’ who put ‘JB1’ at the start of the reference on every invoice they made, could we set up the trigger to work whenever a payment was received for invoices with those initials on? This would allow us to track payments for specific projects, update our data sheets automatically, and send an automated email to a client as soon as they pay their invoice.
Thanks, I’ll look forward to a response!
Josh