• Instructions to Ask a Question

    For any assistance, please click the "Ask a Question" button and select the Pabbly product for which you require support.

    We offer seven comprehensive applications designed to help you efficiently manage and grow your business:

    Our support team endeavors to respond within 24 business hours (Monday to Friday, 10:00 AM to 6:00 PM IST). We appreciate your understanding and patience.

    🚀 Exclusive Lifetime Offers 🚀

    We invite you to take advantage of our special one-time payment plans, providing lifetime access to select applications:

    • 🔥 Pabbly Connect — Lifetime Access for $249View Offer
    • 🔥 Pabbly Subscription Billing — Lifetime Access for $249View Offer
    • 🔥 Pabbly Chatflow — Lifetime Access for $249View Offer

    Make a one-time investment and enjoy the advantages of robust business management tools for years to come.

Brilliant Directories -> Pabbly -> Xero Invoice

DarrenG

Member
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

Moderator
Staff member
Top