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?
+8
Hi
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?
+8
Yes , something is missing alright. Maybe if you share the current setup I can help you more
+8
Hi
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
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.
+9
Hey there,
Keep us posted, we’d love to know!
hi
what i trying to do is;
+12
Hi
As
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!
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