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
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
Hi
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
Hi
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!
Hi Liz
I found a way to make it working
Thanks
Philippe
That’s great, thanks for sharing that with us
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