Can I track specific payments with the "New Payment in Xero" trigger?

Question

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

SamB · Accepted Answer

Welcome@joshb3399, thanks for joining the Community!🎉It looks like there’s a Reference field that’s output by the New Payment Xero trigger. So you could potentially use a filter to check that the value in thatReference field starts with a specific set of letters/numbers like JB1.For example:If you’ve not used filters actions in a Zap before and would like to learn more about setting them up I’d recommend checking out these guides:Add conditions to Zaps with filtersFilter and path rules in ZapsHope that helps to point you in the right direction. If you run into any issues when setting that up please let us know! 🙂

joshb3399 · Answer

Hi Sam,You’re a hero! Thank you so much for this, and for the guides. This has sorted it🎉Josh :)

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