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Create Quickbooks Estimate in 1st step, Link to Estimate in 2nd Step

  • 16 June 2020
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I have a long Zap with over 40 steps. In one of them I am creating Quickbook estimates. In another step I would like to create a link to that estimate in a different application (Asana). Clicking the link will take you to the estimate, granted the user has access to Quickbooks. I see that my estimate has a number but the url does not include that number. Any suggestions for how to do this?

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Best answer by JWS 17 June 2020, 02:31

I was able to accomplish this using the document ID

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Userlevel 1

I was able to accomplish this using the document ID