We create New Deals in HubSpot when a New Completed Order is created in Square.
Most of our orders are entered into Square with credit card payment, so the order date and payment/transaction date are the same.
PROBLEM: Some of our orders are invoiced, and the New Order zap doesn’t trigger until payment, which can be weeks or months later. This skews our order history info in HubSpot.
Zapier/Square Trigger Options in question: NEW ORDER, NEW INVOICE, NEW PAYMENT
DESIRED SOLUTION: I want to create a Deal when a New Invoice is created, but then NOT duplicate it when that invoice is paid. Creating the deal is the easy part, but not duplicating is an issue.
The only field that appears to connect NEW ORDER (i.e., payment transactions) to the Invoice, is through NEW PAYMENT. New Order [id] = New Payment [order_id] field.
The only way I see to filter the existing New Order zap is to FIND NEW PAYMENT where the New Order [id] = New Payment [order_id] field. I checked an existing invoice payment to ensure these were matching fields. Then FILTER if the found New Payment [square_product] = INVOICES.
But I can’t figure out a way to Find New Payment based on the New Order ID from the initial zap trigger.