Hi @Tedius
We need a bit more context here. For example, why is the sending invoice part not in the same zap as the creating invoice ?
Tried that it didn’t work.
ami missing something in that part?
Yes , something is missing alright. Maybe if you share the current setup I can help you more
Hi @Tedius
You are using the Create Sales invoice in XERO, you then need to add another step which is Send Sales Invoice so that the invoice is sent as needed.
Let me know if this works for you.
As @MohSwellam has indicated here you will need two triggers.
The first Trigger is the Zoho Form submission.
The second Trigger would be a Zoho Form update.
The problem that you will run into here through is that Zapier doesn’t have a Zoho Form Trigger that is based on a Form Update.
Perhaps there is another solution here if you can share some more details of what you’re trying to achieve.
Hey there, @Tedius! I wanted to check in and see how you’re getting along with this?
Keep us posted, we’d love to know!
Hi @Tedius!
As @rmwarner mentioned, the problem is that the Zapier Zoho Forms integration doesn’t have a trigger for an updated form, which means that you can’t send the invoice based on that.
Perhaps there’s another way to trigger the Zap? For example, when you update the form do you get an email? Or when you update the form does it update in a CRM software? Let’s see if we can find another way to trigger that Zap!