Subject: Help with Zapier workflow: Sending Stripe line items as separate invoice lines to MoneybirdGoalI want to create a workflow where, when a customer completes a Stripe Checkout Session, all purchased products — including potential upsells — are sent to Moneybird as separate invoice lines on one sales invoice.Current setup Trigger: Stripe – Checkout Session Completed Action: Webhooks by Zapier – Custom Request (to GET https://api.stripe.com/v1/checkout/sessions/{{ID}}/line_items using Bearer authentication with Stripe secret key) to retrieve the line items. Action: Looping by Zapier – Create Loop from Line Items (so each product in the order can be processed individually). Action: Moneybird – Find Contact (based on email address from Stripe). Action: Moneybird – Create Sales Invoice. Action: Moneybird – Send Sales Invoice. Action: Webhooks by Zapier – Send data to GoHighLevel. What’s not working / my challenges Moneybird’s Zapier integration does not seem to have an “Add Line Item to Sales Invoice” action, which I need inside the loop to add each product separately. If I create the invoice in one step without looping, all products end up as one combined line item instead of separate ones. I’m unsure how to structure the Moneybird step after the loop so that all line items get added to the same invoice correctly. Question to the community/support Is there a way in Zapier to loop through Stripe line items and add each as a separate invoice line in Moneybird before sending the invoice? If Moneybird’s current Zapier integration doesn’t allow adding line items in separate steps, what would be the recommended workaround?

Help with Zapier workflow: Sending Stripe line items as separate invoice lines to Moneybird

Subject: Help with Zapier workflow: Sending Stripe line items as separate invoice lines to Moneybird

Goal
I want to create a workflow where, when a customer completes a Stripe Checkout Session, all purchased products — including potential upsells — are sent to Moneybird as separate invoice lines on one sales invoice.

Current setup

Trigger: Stripe – Checkout Session Completed
Action: Webhooks by Zapier – Custom Request (to GET https://api.stripe.com/v1/checkout/sessions/{{ID}}/line_items using Bearer authentication with Stripe secret key) to retrieve the line items.
Action: Looping by Zapier – Create Loop from Line Items (so each product in the order can be processed individually).
Action: Moneybird – Find Contact (based on email address from Stripe).
Action: Moneybird – Create Sales Invoice.
Action: Moneybird – Send Sales Invoice.
Action: Webhooks by Zapier – Send data to GoHighLevel.

What’s not working / my challenges

Moneybird’s Zapier integration does not seem to have an “Add Line Item to Sales Invoice” action, which I need inside the loop to add each product separately.
If I create the invoice in one step without looping, all products end up as one combined line item instead of separate ones.
I’m unsure how to structure the Moneybird step after the loop so that all line items get added to the same invoice correctly.

Question to the community/support

Is there a way in Zapier to loop through Stripe line items and add each as a separate invoice line in Moneybird before sending the invoice?
If Moneybird’s current Zapier integration doesn’t allow adding line items in separate steps, what would be the recommended workaround?

Page 1 / 1

Hi @Monique van Roekel

Help us have more info by posting screenshots showing how your Zap steps are outlined and configured in EDIT mode with the field mappings visible in the CONFIGURE tab, along with any encountered errors testing Zap steps.