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  • How do I setup conditional logic to include both new and existing items on a QuickBooks Online bill from CRM?

The zap is

 

When a purchase order is created in CRM, then create bill in Quickbooks.  The issue I’m having is if the item has not been created in Quickbooks yet, I want it to create the item.  Once the item is created, I want to add it to the bill so I will need NEW and EXISTING items on one bill.  I am not sure how to setup the conditional logic since BOTH items need to be on the SAME bill.  Any ideas?  I’ve thought about being able to add all the items onto a table and then creating the bill but I’m still having problems with the logic. 

Hi there, @RichC. Wow, that is a tricky one! 🤔

Hmm, perhaps you could use a similar approach to what’s mentioned in this guide:


But have two paths one checking the result of a search action to see if the product already existed (see Search for existing data in Zaps for more details):

  • One path would add the product into QuickBooks if it didn’t already exist and then add it to the digest.
  • And the other path would add the product that it found to the digest.


​Both paths would have a filter after those digest actions that only allows that iteration of the loop to continue running if the Loop Iteration is Last field is true. As we don’t know whether the last product the loop runs through will be an existing product or a new product there would need to be a Release Digest action in both paths - which would only run if that particular path’s rule conditions were matched AND it passed the filter conditions. After the Release Digest actions (in both paths) you’d then have a Create Bill action where you’d take the information from the digest and use it to create the bill. Since only one Path should run for the last loop iteration only one bill would be created.

That said, depending on what’s released from the digest you may also need to use a Formatter (Utilities > Line Itemizer) action to convert the digest items into line-items that you can use in the Create Bill action. 


Do you think that approach might work?

If I've misunderstood what you're looking to do or you run into any issues in giving that a try just let me know. Always happy to help further!

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