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Looking for help with a Zap that updates a specific record in salesforce when a payment is received in Quickbooks.  

I have the first Zap working that creates the “AR Payment Update” record in Salesforce when the invoice is created in Quickbooks. The second step (which is what I need help with is), when the payment is received in QB (Trigger), it will find the appropriate record in the AR Follow Up record, and mark is as received. 

 First Zap (Created the Record in AR Follow Up)

 

Hey @PTNR ,

 

Yes, that is posible.

 

Trigger - New payment received on Quickbooks

Action 1 - Find AR Followup Up object record on Salesforce

Action 2 - Update Salesforce record


That is how I have it configured but I do not know how to get it to find the specific record that relates to the invoice that was paid. I am wondering if the problem has anything to do with the comma in the Salesforce Invoice Number Field?? In QB there is no comma between the first and second digit?? See below. 

 

 


Hi there @PTNR 👋

I am wondering if the problem has anything to do with the comma in the Salesforce Invoice Number Field?? In QB there is no comma between the first and second digit??

Those commas appear to suggest that QuickBooks is returning a list of document numbers as line items for that Line Invoice Doc Number field. Which is odd, I’d have thought it would just output a single doc number. 🤔

Can you search for that same payment in QuickBooks and confirm whether it’s been associated with multiple invoices? If so that might explain why we’re seeing multiple doc numbers associated with that payment.

If it isn’t, can you confirm what invoice number is associated with that payment? And also double-check whether the doc numbers referenced in that Line Invoice Doc Number field are all for invoices associated with the same person? 

For the Update Record action you’d want to select the ID of the Salesforce record that was found by the previous Find Record search action instead of the document numbers that are supplied by QuickBooks:
a01ec7995b59b45f965b59e7ec6ceee2.png

That will ensure that step 3 will update whatever record is found by step 2 of the Zap.

Looking forward to hearing from you!


Thanks @SamB - 

I can get it to work if I select an actual invoice number and relate it to that ID. But doing this only changes that record and not the actual record of the invoice being paid in QB. You will see below that I input 4805 and then used the ID in the next step. I also tried using the formatter to change the multiple invoice number. See below steps. 

 


Thanks for getting back to me @PTNR. I’m so sorry for the delay in my reply here. 

Looks like you’d need to move that Formatter action ahead of the Find Record action. This would then allow you to select the single ID (output by the Formatter action) in the Find Record action, allowing it to search for the first invoice ID number in the set of line items supplied by QuickBooks:
8743ed16db576c0bc70e875f47863664.png

Then in the Update Record action you’d select the record ID (that’s output by the Find Record action). Selecting the fields rather than typing in the values should ensure that when the Zap runs it finds the invoice record in Salesforce that’s related to the invoice that’s been paid.

Were you able to find the payment in QuickBooks and confirm whether the other IDs were was associated with other invoices for the same user making that payment?

If so, was the first one in the list the latest invoice that related to the payment? That being the case then it should be fine to have the formatter action only return the first ID number assuming it lists the latest invoice first in that Line Invoice Doc Number field. Keen to hear from you on this! 🙂