Brilliant Directories -> Pabbly -> Xero Invoice

[DarrenG]

Hi,

Apologies if this has been asked before - tried searching, to no avail.

Id be grateful for any pointers as to where I am going wrong here...just cant seem to get something (that ought to be so simple) correct !

In BD, when a member payment is made we would like to raise a corresponding Invoice In Xero, that Reconcilliation can be done once the funds are received.

Just cant seem to work out how to get the BD Membername details (eg Company Name) so that it can be used in the Create Xero Invoice step (Step 4 below)?? In teh Pabbly Xero API - I need to map the Name field to the BD MemberName.

Hope this all makes sense!


BD payment method is via Stripe.

Workflow as follows:
Step1:
Trigger event is 'New Charge' (whenever someone's card is charged)
added endpoint for the charge.suceeded event
(Webhook response captures OK)

Step2:
Stripe: Retrieve Customer by ID
(Customer details are not visible in reponse to step 1, but can be retrieved from Stripe via fields in Step1)

Step3:
Execute Pabbly API to 'correct' amount of transaction

Step4:
Pabbly to Xero
Create an Invoice


Invoice gets created (correct amount etc). Just missing the vital contact (BD Membername) details
Thanks in advance for any help!
DarrenG

 

[ArshilAhmad]

Hi @DarrenG,

Could you please share the Workflow URL in which you have this concern?

 

[DarrenG]

Hi ArshilAhmad,
Thanks for your prompt reply.

Workflow is:

Pabbly - Online Marketing & Sales Software

Automate your sales and marketing with Pabbly. Unite email marketing, lead capture, WordPress themes, subscription all at one place.

connect.pabbly.com

Best regards,
Darren

 

[ArshilAhmad]

Brilliant Directories doesn't have an endpoint that can search for a member based on their email address. Since you won't be able to get the User ID through Stripe, you won't be able to use the 'Get User' action event either. I'm afraid the use case you are describing doesn't appear to be possible.

https://bootstrap.brilliantdirectories.com/support/solutions/articles/12000088887-api-overview-and-testing-the-api-from-admin-area#section-apiv2usergetuserid