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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This post has been edited by a moderator to remove self-promotional calendar booking link as per our Community Code of Conduct.
+11Hi there
If it’s still not working, can you send over some screenshots of the Zap’s setup as well as the errors you’re seeing when testing? That’ll help us to get a better idea of what’s preventing it from working correctly. Be sure to remove any personal info like names, emails etc. before sharing as this is a public space (you can use a tool like Zappy for that).
Looking forward to hearing from you!
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