Is it possible to create a Zap that takes a Stripe transaction and then creates a payment in an existing Quickbooks client?
I can only seem to setup the zap for one specific client or new client.
This Zap would need to do a client lookup, from the Stripe Transaction Client Information, before creating the payment in Quickbooks.
Best answer by DanversView original
@Empower thanks for your question and I’m sorry for the delay in getting back to you on this!
Yes, you can absolutely set up a Zap to do this! It would look a little like this:
I hope that's clear, please let me know if you have any questions!
I am trying to do something similar but when I go to set up the “Create Payment” and test it, it gives me this error
Based on your screenshot, it looks like the expected value for that field was a number (likely the Customer ID) but you’ve added a name there instead. If you were doing something like creating (or finding) a customer, and then trying to use that customer for the payment, then you would use a custom value and map the ID that you get from the Create/Find Customer step.
Does that sound like your workflow, and if so does my explanation help at all?