Just been creating a zap today that creates a Xero quote from a JotForm submission and everything seems to be working OK except I’m finding that the terms, the wording of which I have in the quote template on Xero, doesn’t get populated which is strange as those terms are entered fine when I create quotes manually on Xero. Just not sure if this is a Xero issue or Zapier?
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Hi
Please post screenshots of how your Zap steps are configured as well as an example of the issue, thanks.
Makes me realise I should get Xero contacts added/updated using a zap before I even think about doing quotes as I was only given an option to choose me as the Xero contact to create a quote for (as I’m the only contact on my Xero as I’m just going about setting things up). I realised I had not set up my invoice theme and set that hoping that would fix my problem but appears not.
So screenshots below:
I had also set up the expiry date to be a default on Xero itself in the invoice setting and that hasn’t worked here either but works absolutely fine in Xero doing it manually.
Try going to the Zap Editor for the specific Zap: https://zapier.com/app/zaps
Then try changing the trigger step data: https://zapier.com/help/create/basics/change-the-test-data-in-your-zap-trigger
When testing each Zap step manually, for the mapped data points, make sure there is a value populated from the trigger step.
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