I’m trying to connect CopilotCRM with Xero using Zapier… Copilot creates the job, quotes the job, send the invoice. Client pays the invoice through copilot. Xero records transaction…
the Ai bot said he created it but it never ran… kept throwing errors. never completed test run.
Help please would be appreciated.
Thanks in advance,
Mike
+6Hey
Yeah AI is not perfect. Your workflow will look something like this-
You may have to create two zaps depending the trigger data as creating payment only applies to existing payment. Hope it helps!
PS: If you need more active help, I’m happy to connect through my Zapier Solution Partner page if you’d like to reach out here- https://zapier.com/partnerdirectory/automation-jinn
+14Hi
For us to have more info, post screenshots showing how your Zap steps are outlined/configured along with any encountered errors.
What the error you’re getting? Do send screenshots.
If you need further assistance on this, book a free 20min troubleshooting call from my calendar here: —LINK REMOVED—
Fahad S
Founder @ AutomateMyBiz.ai. | Zapier Platinum Partner
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