I hope you can help. I’ve been trying to create a zap for quite some time now but I can’t seem to get the expected results.
We’re trying to save time for our team in checking if the payment has been made for a particular invoice. What we would like to achieve is when a new payment is reflected in our Xero account, Zapier will then grab the reference number and look for a HubSpot ticket property that matches this. Next, Zapier will then update another ticket property inside that same ticket with a simple “Yes”. (inside a dropdown list).
Is this possible? If yes, I’d really appreciate it if you could show me how or if you know a related article or post about this.