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Use line items in Zaps

To use line items in your Zap, line items must be supported in both your trigger and action. If your trigger doesn’t support line items, you can use Formatter to create line items after setting up your trigger.   Identify your trigger’s line item fields Line items must be provided by the trigger or a previous action in your Zap. In the Zap editor, click the Trigger step. In the Test tab: If you haven’t tested your trigger, click Test trigger. In the search box, search for line items or lines to confirm that your trigger sends line items. Click Continue. Tip Some apps have similar triggers, but some may not support line items. Some trigger events specify that they support line items. If your trigger doesn’t support line items, try a different trigger. If there is no alternative trigger that supports line items, you can use Formatter to create line items from your trigger data.   Set up your action to use line items Triggers can only send line items to actions that support them. If an action supports line items, it may not support line items in all fields. Fields that accept line items will be in a separate, indented section. To set up your action to use line items: In the Action tab, scroll to the Line Items sub-section. Click the dropdown menu for a field, then select a line item from your trigger step. You can then map line items to any field in your Zap. Note The name of the indented section may not be Line Items. The name used will vary by app. Tip To use custom values in line item dropdown fields, use a lookup table to map line items to the specific ID/Name you want to use as a custom value. You can use the Formatter app to create line items or to convert line items into text. If you need additional help using line items in your Zaps, contact Zapier support.

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Create line items in Zaps

Available on plans: Free Pro Team Enterprise   Line items are individual items related to a category or header. For example, “apples, oranges, bananas” can be line items for the group “fruit.” This is used in e-commerce, for example, to represent different products in an order and their features. Many apps require information formatted as line items to work properly. If the step where the data comes from does not support line items, you can use Formatter to reformat your data into line items. For computers, line items must be represented as a type of JSON data structure, composed of a key and a comma-separated list inside of square brackets that looks like this: { fruit: [ “apples”, “oranges”, “bananas” ]}     1. Add a Formatter Utilities step to your Zap In the Zap editor, click the Action step. A dialog box will open. In the search box, search for and select Formatter. The right sidebar will open to the Setup tab. Click the Action event dropdown menu and select Utilities. Click Continue.   2. Set up your transform You can create line items with two different Formatter transforms: Text to Line-item, to create one set of line items, and Line Itemizer, to create multiple sets of line items. Text to Line-item Line Itemizer Text to Line-item If you have a single set of line items you want to create, use the Text to Line-item transform: Click the Transform dropdown menu and select Text to Line-item. Click the Input field and map data from another step that's formatted as comma-separated values (e.g., “apples,bananas,oranges”). Click Continue.   Line Itemizer If you need to create more than one set of line items, use the Line Itemizer transform: Click the Transform dropdown menu and select Line Itemizer (Create/Append/Prepend). (Optional) In the Line-item(s) Group Name field, enter a name for your line item group. In the Line-item Properties section, add your line items: In the field on the left, enter a property name. In the field on the right, map a field from a previous step that has information formatted as comma-separated values. Repeat this step for each set of line items. Click Continue.   3. Test your line item transformation Click Test step. If the transformation is successful, the information from the trigger will be converted into line items. Once you create line items with Formatter, you can use these line items in other actions in your Zap.