GoHighLevel and Xero integration

[Wearemean]

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I authorize Pabbly Support to log in to my account and make changes to the specified workflow for troubleshooting.

I'm looking for advise on the best way to set up a Pabbly connect for the following: an invoice or pay2text is created in GHL, Pabbly should then poll XERO to

1. find - does a record exist for the contact
2. no contact found - create a contact
3. create an invoice and assign the invoice to the appropriate record
4. In the invoice, use the relevant details created in GHL i.e. invoice number (auto generated in GHL), values etc etc
5. Xero does NOT need to send an invoice, it is purely for consolidation purposes.
6. When a payment is received (in GHL via Stripe), Pabbly then
7. Finds the contact & invoice
8. creates a payment made profile for the invoice and updates the invoice value accordingly.

Therefore, creating a contact, an invoice, identifying multiple payments against that invoice (for consolidation purposes only).

I have got most of the way there previously but the merge fields become an issue when multiple payments are made.

 

[ArshilAhmad]

Hi @Wearemean,

Could you please share the workflow URL you have set up so far and specify the step in which you are encountering the issue related to multiple payments?

Thanks & Regards,
Arshil Ahmad
Customer Support Associate
Pabbly.com
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[Wearemean]

if you have a look at https://connect.pabbly.com/workflow/mapping/IjU3NjYwNTY4MDYzNjA0MzQ1MjZlNTUzMDUxMzEi_pc but there are various 'attempts' to get this working as the current direct Xero integration is not what I need and doesn't enable mapping etc. So I am trying to get this right within Pabbly via web hooks etc to push the relevant info through

 

[Preeti Paryani]

Hello @Wearemean,

Thanks for sharing the workflow details. Upon reviewing it, everything appears to be configured correctly from our end.

Could you please confirm if you are facing any specific issue with the workflow—particularly with any step not performing as expected or any mapping that isn’t behaving correctly?
Once we have clarity on the exact point of failure or confusion, we’ll be able to guide you more effectively.

Looking forward to your update.

 

[Wearemean]

The initial issue I came up against was:

No invoices are sent to the customer from Xero, the invoices and payment records are all driven through GHL.

1. The client's customer gets an initial 'deposit' type payment request (pay2text)
   1. The invoice in Xero needs to be created using the invoice number created in GHLplus pulling over other elements (which I did kinda get working)
   2. This needs to be the point where we find out if Xero has them as a contact or not, creates the contact and creates the initial invoice for (example) £250.
   3. Once this is paid, the connector needs to be able to find the contact and specific invoice and update 'payment received' which at this point, would complete that in voice and be 'fully paid'.
2. The clients customer would then get second invoice (generated in GHL) for (example) £4,000 with a payment schedule of:
   1. £2000 payment 1 - due in 2 weeks
   2. £2000 payment 2 - due in 4 weeks
      1. This invoice needs to be created after finding the contact. Invoice created using info from the invoice created in GHL.
         1. Payment 1 received - invoice located - payment assigned against invoice in Xero
         2. Payment 2 received - invoice located in Xero - payment assigned against invoice in Xero
         3. Invoice then shows in Xero as invoice fully paid (or what ever the terminology is)

The initial issues was mapping the correct fields dynamically, as when building out the Pabbly workflow, each invoice seemed to map to the incorrect field or invoice and invoices were getting mixed up and confused.