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Question

How can I send an invoice from Xero when a Zoho form is updated?

  • September 27, 2022
  • 10 replies
  • 61 views

I am making a zap when someone fills in a form on zoho it will creat an invoice in xero.

this bit works.

 

i then created a zap so it then sends the invoice from xero

i need it to do it so when the form is updated (box ticked in the OG form entry) it then sends the invoice.

 

i cant get it to work

 

any ideas?

 

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10 replies

MohSwellam
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • September 27, 2022

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 ? 


  • Author
  • Beginner
  • September 27, 2022

Tried that it didn’t work.

 

ami missing something in that part?

 


MohSwellam
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • September 27, 2022

Yes , something is missing alright. Maybe if you share the current setup I can help you more


  • Author
  • Beginner
  • September 28, 2022

  • Author
  • Beginner
  • September 29, 2022

So any ideas?


MohSwellam
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • September 29, 2022

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. 


rmwarner
  • Beginner
  • September 29, 2022

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. 


christina.d
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  • Zapier Staff
  • October 4, 2022

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! 


  • Author
  • Beginner
  • October 6, 2022

hi @rmwarner 

 

what i trying to do is;

 

  1. client uses the zoho form. There username is auto generated in the form along with there email
  2. We go off do some stuff based on the data in the form
  3. we update the form
  4. then we want to send an invoice from xero based on the data in zoho

Danvers
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  • Zapier Staff
  • October 11, 2022

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!