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Best answer

How can I find an invoice in Xero when all I've got is the Xero contact name?

  • September 26, 2023
  • 3 replies
  • 132 views
fredsucksatcoding

Using my trigger data, I’m able to find the correct contact in Xero. However, after that I want to find the contact’s oldest outstanding invoice. There’s no trigger data from the Find Contact step that’ll trigger the Find Invoice step. Any suggestions?

My workflow is: data pasted into G sheet > Find Xero Contact using G sheet data > Find Invoice using 🤷🏻‍♂️ > Add payment to invoice using data from G sheet.

It’s really straightforward but I can’t think of a way to look up the invoice. Any suggestions would be much appreciated, thanks :)

Best answer by Troy TessaloneBest answer by Troy Tessalone

Hi @fredsucksatcoding 

Good question.

If you have all the Xero invoices logged somewhere (e.g. GSheet), then you can search that.

Otherwise, it will likely involve using the Xero API: https://developer.xero.com/documentation/api/accounting/overview

Try this Zap action which has an AI assist to help configure.

 

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3 replies

Troy Tessalone
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  • Troy TessaloneZapier Expert
  • Zapier Expert
  • 31450 replies
  • Answer
  • September 26, 2023

Hi @fredsucksatcoding 

Good question.

If you have all the Xero invoices logged somewhere (e.g. GSheet), then you can search that.

Otherwise, it will likely involve using the Xero API: https://developer.xero.com/documentation/api/accounting/overview

Try this Zap action which has an AI assist to help configure.

 

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

Awesome, thanks @Troy Tessalone 🙏🏻

ken.a
1 person likes this
  • ken.a
    ken.a
ken.a
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  • ken.aZapier Staff
  • Zapier Staff
  • 6552 replies
  • September 26, 2023

That’s awesome @fredsucksatcoding! Shoutout to Troy for pointing you in the right direction!

If you have any other questions, please don’t hesitate to reach out to the Community. We’re always happy to help! 🤗

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