I am using a Cognito order form and want to use Zapier to create a new Invoice in Quickbooks after the form is submitted. Most submissions will come from users who are not yet customers in my Quickbooks. Looking for guidance on how the workflow can create a new customer record and then create a new invoice all based on the order form submission details.
Best answer by Danvers
The exact steps in the Zap will depend on the kind of information that you’re getting from Cognito Forms, but broadly speaking, it will look like this:
- Cognito Forms - the trigger depends on what you want to happen in Cognito Forms to trigger the Zap (eg new form, new payment, etc)
- QuickBooks - Find Customer (there’s a tickbox that says ‘Create Customer if not found’ tick that and add any details for new customers that will be added)
- QuickBooks - Create Invoice - for the Customer, use the ID of the customer (not their email address/name) that will have been found in the previous step
The key thing is that you add the Find Customer step before the Create Invoice step, then use the Customer ID as a custom value for Customer in the Create Invoice step.