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How to trigger a Zap when an invoice is sent from QuickBooks to OpenPhone

  • December 14, 2024
  • 2 replies
  • 12 views

Hey everyone,

I’m hoping to have some clarification on a Zap I have been working on and hope someone can help. 

I currently have a Zap created between QuickBooks and OpenPhone. It is set to trigger when a New Invoice is created in QB. I added a delay of 15 minutes between when the invoice was created and the action. The action sends an automated text message with the invoice link to customers. Here is the issue I am facing: 

 

The text message is sent when the invoice is created. I would like the zap to action when the invoice is sent to the customer through QB. How to I work around this? I’m aware there isn’t a trigger for “Invoice Sent” 

Invoices are created for certain customers at the beginning of the month and not sent til the end of the month. I want to avoid the Zap to action till I decide to sent it out. Also some clients have cards on file and don’t need the invoice link. How can I exclude these specific people. 

Hope this is clear enough. I have posted screenshot for better understanding.

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2 replies

Troy Tessalone
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  • Zapier Expert
  • 30935 replies
  • December 14, 2024

Hi ​@ffcleaning 

Some other QBO Zap app triggers to explore:

  • Trigger: QBO - New Invoice Due
  • Trigger: QBO - Updated Invoice
    • Action: Filter
      • Check if the Invoice status was update to sent and is not paid

 

 


  • Author
  • Beginner
  • 1 reply
  • December 14, 2024

Thanks I’ll see if I can make this work with the New Invoice Due option.