How can I create a Zap that emails Xero purchase orders generated from sales invoices?
Hi, I have a multi-step Zap that is firstly creates a Xero purchase order from a new Xero sales invoice. So far so god.
But I need to then email that purchase order.
I’ve tried pdf.co to HTML to pdf and it was too complex for me to work out.
I tried using a Google Doc template so I could then pdf that and email it. I can’t figure out how to add the purchase order lines into the google doc. Each purchase order line component populates all results in single fields.
I thought I’d cracked it when I added Xero upload attachment but I get an Authorisation Error when I go to email the file.
I would be grateful for some advice as to how to get this working via any method in Zapier. Thank you.
Individual Invoices, Individual Quotes and Credit Notes can also be returned in PDF format by setting the “Accept” value in the http header to “application/pdf”.
Zap action: Xero - API Request
For us to have more info, post these screenshots:
how your Zap steps are outlined and configured in EDIT mode
errors encountered when testing Zap steps
Thanks for your speedy reply @Troy Tessalone
I don't really understand the Xero dev documentation.
If I focus on the Xero attachment side I receive an Authenication Unsuccessful error.
1st step, create the purchase order is working well.
Next, find the purchase order from the previous step
Next upload the attachment
Here is the pdf file link I get when I upload the purchase order user Upload Attachment action
is not accessible. If I can get that link accessible I’m away.
@Lou-nz
If that does not work, then try one of these to hydrate a file.
Zap action: Xero - API Request
Method: GET
URL: Map this variable
OR
Other approach
Here’s the edit of step 11, with the URL in the attachment field.
Thanks again @Troy Tessalone
I worked it out with the help of your GET recommendation. I removed the Upload Attachment step and used the pdf file from the Find Purchase Order step.
It now emails the attachment.
Cheers,
That’s awesome @Lou-nz! A huge thanks to Troy for lending a hand and pointing you in the right direction!
If you have any other questions, please don’t hesitate to reach out to the Community. We’re always happy to help!