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Search & Create in Stripe/Quickbooks

  • 17 August 2020
  • 1 reply
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Userlevel 1

How do I create a zap that bill take an invoice from Stripe and the create that invoice in QBO.  Here’s the kicker, I want the Zap to see if the customer from Stripe already exists in QBO.

If the customer already exists in QBO, I want the Zap to create an invoice in QBO under the customer.

If the customer doesn’t exist in QBO, I want the Zap to create the customer and invoice in QBO.

 

How do I do this?

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Best answer by andywingrave 19 August 2020, 21:44

Hello! Would you believe it, this is the most common use case for my customer base. I think I’ve set up 5 of these exact zaps this year:

  1. New invoice from Stripe
  2. Using email, look up customer in QBO
    1. If customer exists - Great
    2. If customer doesn’t exist - Create them (There’s a little check box at the bottom)
  3. Create the invoice with returned customer from step 2. 

Job done :D 

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Userlevel 7
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Hello! Would you believe it, this is the most common use case for my customer base. I think I’ve set up 5 of these exact zaps this year:

  1. New invoice from Stripe
  2. Using email, look up customer in QBO
    1. If customer exists - Great
    2. If customer doesn’t exist - Create them (There’s a little check box at the bottom)
  3. Create the invoice with returned customer from step 2. 

Job done :D