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Best answer

Issue between Zapier and Ninja

P

Hi,

I need to create client and invoice on Ninja, I use Zapier

I can create a client but when i want to create an invoice, the client is not found

Any help?

 

Thanks

Philippe

Best answer by Philippe

Hi Nick

 

Well, I created a client first, then I created an other Zap to create invoice.

I tried a lot of configuration, here is the good one:

You have to add “delay”, so you make sure the first app have time to setup the client

Then, you add”find” client, then you create the invoice!

I aslo setup an other step to send the invoice via email, it’s working fine

See my screenshot

Philippe

 

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5 replies

Liz_Roberts
Forum|alt.badge.img+8
  • Liz_RobertsZapier Staff
  • Zapier Staff
  • 1366 replies
  • April 21, 2020

Hi @Philippe ,

Thanks for reaching out and apologies for the delay in responding!

To help us dig deeper here could you share a screenshot of your configuration, specifically the Ninja action step? 

Will be on the lookout for your reply!

P
  • PhilippeBeginner
  • Author
  • Beginner
  • 2 replies
  • April 21, 2020

Hi Liz

I found a way to make it working

 

Thanks

 

Philippe

nicksimard
Forum|alt.badge.img+11
  • nicksimardZapier Staff
  • Zapier Staff
  • 2115 replies
  • April 24, 2020

Hi @Philippe! Great to hear that you got things working. Would you mind sharing how you did it, in case anyone else is having this problem? Thanks!

P
  • PhilippeBeginner
  • Author
  • Beginner
  • 2 replies
  • Answer
  • April 24, 2020

Hi Nick

 

Well, I created a client first, then I created an other Zap to create invoice.

I tried a lot of configuration, here is the good one:

You have to add “delay”, so you make sure the first app have time to setup the client

Then, you add”find” client, then you create the invoice!

I aslo setup an other step to send the invoice via email, it’s working fine

See my screenshot

Philippe

 

Danvers
Forum|alt.badge.img+12
  • DanversZapier Staff
  • Zapier Staff
  • 3731 replies
  • April 30, 2020

That’s great, thanks for sharing that with us @Philippe!

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