About Zapier Community
New to our Community? Get to know more about our space and how to make the most of your time here.

Code of Conduct Community FAQ's Zapier Common Questions What to Expect

Get Started With Zapier
New to Zapier? We have got you covered with our Zapier 101 Resources.

Zapier Essentials

Get Support
Have a question? Let's get you an answer!

How Do I...? Troubleshooting Code & Webhooks Developer Zone

Other Help Resources
Wait, there's more! Check out these Community sourced spaces for additional resources.

Zapier Help Center Hire an Expert

Zapier Products
Learn more about Zapier's new products.

Zapier Tables Zapier Interfaces Zapier Canvas Zapier Chatbots

Zapier Reading
All of our best learning resources can be found here.

Featured Articles Show & Tell AI Hub Zapier Tools Hub

Learning Groups
Excited to meet other builders? Check out our interest areas full of doers, dreamers, and in-betweeners.

User Groups

Other Learning Resources
Some of our favorite additional ways to upskill your Zapier knowledge.

Zapier Learn Zapier Blog Zapier Webinars

Product Updates
Check out what is new and upcoming with Zapier with our regular product updates.

Product Updates

Early Access Program
Want to join Early Access? Learn more here.

  • Home
  • Get Help
  • How Do I
  • How do I use email address (not name) from Cognito Form to link Zoho Books invoice to existing customer?
Best answer

How do I use email address (not name) from Cognito Form to link Zoho Books invoice to existing customer?

  • 12 May 2024
  • 3 replies
  • 14 views
O

I have a Zap that creates an invoice in Zoho Books whenever a Submit button is clicked in a Cognito Form.  Currently I’m pulling in The customer name from the form to fill the customer field in the Zoho invoice.  Returning customers often misspell their name in the Cognito form and we end up with multiple customer accounts for the same individual.  I wanted to use the email address as the linking key as this is a fairly unique key.  Is there some way to query the Customer list in Zoho Books using the email address to pull up the correct customer account?
 

 

icon

Best answer by ken.a 13 May 2024, 08:28

View original

3 replies

ken.a
Userlevel 7
Badge +6

Hi there @Osirus,

Welcome to the Community! 🎉

It looks like the “Create Sales Invoice” action doesn’t have the email field. However, we do have an existing feature request for this exact functionality. I have added you as another interested member to the open feature request.

  • Bring this to the attention of the integration developers
  • Help track interest in this feature being implemented
  • Allows us to notify you via email if this feature becomes available in the future

While I don't have an ETA on when this feature might be implemented, we will notify you via email if it is!

Additionally, you can stay in the loop/follow along with updates on the main thread here: 

Hopefully, this helps!

O

Thanks for the response.  I saw that the thread was 3 years old … is that also how old the feature request is?

JammerS
Userlevel 6
Badge +4

Hi @Osirus,

 

We apologize, but we don't have any update yet regarding the feature request. Usually, those requests are sent to the app developers so they can create the requested feature for their app. You could contact Zoho Books support to expedite the request. We can't give you an ETA for this request. 

Reply


Terms & Conditions