Hello
I haven’t used Zaiper for a couple of years, and when I did I only used basic zaps (Hubspot to Mailchimp adding contacts to a list).
I am now faced with the following for a project and I’d love your thoughts on if the following would work..
- When a Company/Client within Freshsales is set to a relationship status of ’client’ > the company is created in Xero
- When a Company/Client within Freshsales with a relationship status of has changes to certain fields (to be defined but Address, company trading name) > the company details are updated in Xero
- When Deals are set to ‘Won’ in Freshsales, can invoices be generated in Xero (but not sent) including the product lines?
Any feedback/advice or insight into what anyone has been able to achieve between these two products would be great!
Many thanks
Chris