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Question

How do I link a Zap to a Project field on a Xero invoice?

  • 19 March 2024
  • 1 reply
  • 4 views
B

How do I link my zap to a Project field on my Zero invoice.  I need to assign every invoice we create with a zap to a project we run in zero.  I have tried to link it as a tracking code but the zap does not update the field in the zero invoice with the project name.  

1 reply

Troy Tessalone
Userlevel 7
Badge +14

Hi @Belinda 

To help us have more context, post screenshots with how your steps are outlined and configured in EDIT mode.

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor

Reply


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