I want to create a kitchen prep sheet for all our catering events for the week. I need the line items from the square invoice pulled to a google sheet or google doc table where I can write notes, qty, etc for each. I’d like to have the option of doing it individually by event then possibly doing a group one for all items needed for all events.
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Hi
If not, I had a quick look and it doesn’t look like the New Invoice trigger for Square would output the individual order line items can’t see that sort of workflow being an issue. So you might need to use a Find Order search action to get the line items for the order relating to that customer’s invoice. From there you could use a Create Multiple Spreadsheet Rows action to add the line item data to the spreadsheet.
If you wanted to have a different spreadsheet created for each event you’d want to use a Create Spreadsheet action first to make a new spreadsheet, then in the Create Multiple Spreadsheet Rows action you’d use the Custom value option to select the spreadsheet’s ID (from the Create Spreadsheet action). That should ensure the Zap adds the rows to the new spreadsheet that was created.
You’d use a similar approach for if you wanted the details added to a Google Doc instead but use a Create Document From Text to create a new document, or use a Append Text to Document action to add the info to an existing doc. That said, you’d likely need to convert the line items to text using a Formatter step first since I don’t think the Google Docs app supports line items.
Hope that helps. Keep us posted on how you’re getting on though, want to make sure you’re all set!
Thanks. I’ll give this a try!
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