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?
Best answer by andywingrave
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:
- New invoice from Stripe
- Using email, look up customer in QBO
- If customer exists - Great
- If customer doesn’t exist - Create them (There’s a little check box at the bottom)
- Create the invoice with returned customer from step 2.
Job done :D