Skip to main content

Get Support
Have a question? Let's get you an answer!

How Do I...? Troubleshooting Code & Webhooks Developer Zone

Other Help Resources
Wait, there's more! Check out these Community sourced spaces for additional resources.

Zapier Help Center Hire an Expert

Learning Resources
All of our best learning resources can be found here.

Featured Articles Show & Tell Zapier's products AI Hub Zapier Tools Hub

Share your knowledge
Give back to the Community by sharing your automation wins and helping to answer questions.

Share your success See unanswered questions User Groups

Other Learning Resources
Some of our favorite additional ways to upskill your Zapier knowledge.

Zapier Learn Zapier Blog Zapier Webinars

Product Updates
Check out what is new and upcoming with Zapier with our regular product updates.

Product Updates

Early Access Program
Want to join Early Access? Learn more here.

This post has been edited by a moderator to remove personal information. Please remember that this is a public forum and to remove any sensitive information prior to posting.

Hi everyone. 

 

I have a Zap, which sends a reminder WhatsApp (Botspace) when a quote is about to expire (Hubspot deal). Botspace has the ability to include a unique link to each follow-up whatsapp, I would like to use that field as the Xero quote link (so customers can click the unique link on the whatsapp message) and go straight to their quote).

Does anyone know how to add that step to my Zap? I have added some screenshots of the existing setup.

The complication is some customers have multiple deals, so I need to find the one that meets the criteria for them to be added to the Hubspot list - see the below example

 

 

Hi ​@DLSA,

 

Welcome to the Community.

 

To include a unique Xero quote link in a WhatsApp message via Zapier, add a "Find Quote in Xero" step to locate the quote associated with the HubSpot deal using identifiers like quote numbers or customer names. Then, in the Botspace action, insert the Xero quote link into the WhatsApp message text. If managing multiple deals, use a filter step to ensure the Zap continues only for deals meeting specific criteria, such as those nearing expiration.

 

I hope this helps. Let me know if you have any other questions.

Hi ​@DLSA,

 

Welcome to the Community.

 

To include a unique Xero quote link in a WhatsApp message via Zapier, add a "Find Quote in Xero" step to locate the quote associated with the HubSpot deal using identifiers like quote numbers or customer names. Then, in the Botspace action, insert the Xero quote link into the WhatsApp message text. If managing multiple deals, use a filter step to ensure the Zap continues only for deals meeting specific criteria, such as those nearing expiration.

 

I hope this helps. Let me know if you have any other questions.

Thanks

I don’t see the action in the Xero step- see below

 

Hi there, ​@DLSA! 👋

You’re right, there’s definitely no “Find Quote” action available for the Xero app on Zapier. I’d recommend contacting our Support team to submit a new feature request for that type of search action to be added. You can do that here: https://zapier.com/app/get-help.

In the meantime, does a link to the quote get stored in HubSpot by any chance? Or is there another Zap that creates the quote—in which case you could potentially use that Zap to store the link in HubSpot. Thinking that if the link gets stored in HubSpot, then in the Zap that sends out the reminders it could get the quote link from HubSpot and use it in the WhatsApp message.

Do you think that sort of approach could work?

Reply


Terms & Conditions