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Question

Invoiced App: How do I determine if a payment is made on an Estimate?

  • January 19, 2023
  • 2 replies
  • 18 views
O

I am trying to trigger a Zap when a payment is made on an estimate.  I see there is a trigger called “New Payment in Invoiced”, but the sample data only shows for Type: Invoice.  Will this trigger work for Estimate payments as well?

Thanks...

    This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

    2 replies

    Troy Tessalone
    Zapier Orchestrator & Solution Partner
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    • Troy TessaloneZapier Orchestrator & Solution Partner
    • Zapier Orchestrator & Solution Partner
    • January 19, 2023

    Hi @OneSource 

    Good question.

    Sometimes the best way to find out is to do a quick test.

    Help article about how to change the trigger test data: https://help.zapier.com/hc/en-us/articles/8496310366093

    Or you can turn your Zap ON and test, then check your Zap Runs history details to see the DATA IN/OUT for each Zap step: https://zapier.com/app/history/

    ⚡ Troy Tessalone - AutomationAce.com | Platinum Zapier Solution Partner | #1 Zapier Community Contributor
    chanelle
    Forum|alt.badge.img+8
    • chanelleZapier Staff
    • Zapier Staff
    • January 20, 2023

    Hey @OneSource 👋, what is the name of the app you are using? I can try and pull what information may come from it if you have not yet run your test Zap as Troy recommended! 

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