About Zapier Community
New to our Community? Get to know more about our space and how to make the most of your time here.

Code of Conduct Community FAQ's Zapier Common Questions What to Expect

Get Started With Zapier
New to Zapier? We have got you covered with our Zapier 101 Resources.

Zapier Essentials

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

Zapier Reading
All of our best learning resources can be found here.

Featured Articles Show & Tell AI Hub Zapier Tools Hub

Learning Groups
Excited to meet other builders? Check out our interest areas full of doers, dreamers, and in-betweeners.

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.

Best answer

How to check quote reference number in Xero matches job number in Zoho CRM?

  • 22 June 2021
  • 1 reply
  • 31 views
S

Hi everyone

I use Xero as my quote tool. When a job’s quote gets accepted by the client, I want Zoho CRM to update the status of the job.
Currently there is a Reference Number on the Quote (eg. JDP-1001)  that is the same as the Job Number in the CRM Deals module.
I know you can use filters to get individual records... what I need is a 2-way filter that matches the Reference Number on the Quote (in the trigger) against the Job Number in the CRM (in the action) and updates the CRM to let the CRM user know the quote is accepted.

This doesnt seem to be possible with the current architecture....

icon

Best answer by Troy Tessalone 22 June 2021, 06:54

View original
This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

1 reply

Troy Tessalone
Userlevel 7
Badge +14

Hi @SteveGrady 

In the Zap, try adding these steps:

Action: Zoho CRM - Find Module Entry

Action: Zoho CRM - Update Module Entry

NOTE: You’ll need to map the ID of the found Module Entry between the steps.

 

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