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Question

Zap to create new quote in Xero from a new proposal in Better Proposal

  • August 22, 2024
  • 1 reply
  • 6 views

I want to trigger Xero to do a new quote when a new proposal is created in Better Proposals.  For the Action step I can’t seem to come up with the right link to put in the Contacts filed to make the Zap work.

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Troy Tessalone
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Hi @Kitchen 

For us to have more info, post screenshots with how your Zap steps are outlined and configured in EDIT mode, along with more info about the field you are having troubles configuring.