Hi community,

My current zap flow is this:

1. New Submission in Jotform

2. Find or Create Customer (Find Customer in QuickBooks Online, if customer doesn’t exist, create new one is checked)

3. Create Invoice in Quickbooks Online

Which works as intended. 

Challenge

Jotform: What we have:

An order form that lets us submit one clothing item per form (we sell custom clothing so there are a lot of options on one form, hence just one page of fields and a submit button).

When meeting with a client we would fill out the form and submit it so it creates a line item for that client in QB (or if the client doesn’t exist, creates the client + invoice/line item).
 

Goal:  Ideally we would like to be able to have submissions by the same client that take place on the same day added to the invoice created with the first order submission, so that only that line item is added (not a new invoice created).

How would I set up the action so that the following occurs:
1_ New submission

2_ Find or Create Customer (Find Customer in QuickBooks Online, if customer doesn’t exist, create new one is checked)

3. Create Invoice in Quickbooks Online

Add a conditional or something?

4. If clientName already submitted on dateX and invoice was created, add line item?

Please advise! Thanks so much!

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