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Hi,

We have a zap that updates Salesforce when a payment in Xero is reconciled.  We’d like to get the Xero UserId so we can send an email to the user that reconciles alerting them that Salesforce has successfully been updated.

I can find the UserId in Xero...just can’t seem to work out how to get Zapier to find it.

Thanks in advance.

KR

Michael

Hi @MichaelWood 

Good question.

Try using this Zap step: Xero Find Contact

 

Hi @Troy Tessalone ,

The ‘Find Contact’ shows the details for the account in Xero, but not the details for the User in our org that reconciled the payment for the account.

Regards

Michael

@MichaelWood 

Ok, then you’d likely have to use the Xero API to find Users.

Users Endpoint: https://developer.xero.com/documentation/api/accounting/users#overview

App APIs can be used in Zaps with the Webhooks app as an action step: https://zapier.com/apps/webhook/help

Thanks @Troy Tessalone

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