I made a zap that integrates with Airtable, and “find customer” if no customer found, create customer. Then it creates an invoice for the customer, but it doesn’t send it. I can choose the “Send Invoice” option but I dont understand how to tell zapier that I want to send the invoice that was just created, because I dont see any variable returned when the invoice is created, and the only other options i see for selecting an invoice in my zap is a statis invoice selection which i dont want. PLEASE HELP! :)
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+14- Zapier Orchestrator & Solution Partner
Hi
Add this Zap action: QBO - Send Invoice
Map the Invoice ID from the previous QBO step.
Help article about using dynamic variables in dropdown fields: https://help.zapier.com/hc/en-us/articles/8496241696141-Add-custom-values-to-dropdown-menu-fields-in-Zaps
+11- Community Manager
Hi
Just wondered if you’d had a chance to try Troy’s suggestion yet? Happy to assist further if you’re running into any trouble with that at all.
Looking forward to hearing from you! 🙂
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