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I created a 4 step Zap. I’m using the Boolky Appointment Plugin w/Bookly Cloud/ Zapier.
I’m also using Freshbooks accounting software.
I created these steps:
1. BOOKLY - NEW APPOINTMENT
2. FRESHBOOKS - FIND/ CREATE CLIENT
3. FRESHBOOKS - CREATE OR UPDATE INVOICE
4. FRESHBOOKS - SEND INVOICE

I finally got the fields mapped, and tested each step individually. I got each individual step
to work properly. Then PUBLISHED the ZAP.

I deleted the draft invoices, clients, appointments, etc. I created during the process.
I thought everything was going to work automatically.
I created a new appointment in Bookly. Got company and client email notifications fine.
Went to FRESHBOOKS and my new client was created perfectly.
But, when I went to check the invoice, nothing there. And obviously nothing to send for Step 4.

I went back to Zapier and did a run test. Everything was fine until I got to the invoice part.
It kept telling me the invoice number not available. (as though it was already used)
I used INV- (and Payment ID which is created by Bookly) as the invoice number so it
wouldnt throw duplication errors. (Payment ID tied to each individual appt submission)

Went through this whole process 5 times and same resullt.
My longform question is this.
Is there a way to create a dynamic invoicing number step (has to be under 10 characters)
that can fix this issue? Or perhaps another way to go about it?

Not asking for a friend,
M

 

Hi ​@HVAC Amigo 

For us to have more info about the Zap step error, post screenshots showing how your Zap step 3 is configured in the CONFIGURE tab while in EDIT mode with the field mappings visible. 

 

 

The rest of the fields are empty.

The date of issue and due date are the same because I need the due date the same as the appointment date. This is for my buddy who’s an HVAC specialist here in Las Vegas. (job security)

​@HVAC Amigo 

This field expects a valid number as indicated by 123 icon, rather than a date value.

 

​@HVAC Amigo 

TIP: Click field labels to see tooltips with more info about the expected value and formats.

 

If you are still having an issue with the Invoice Number field, then it likely means the Invoice Number field value was already used in Freshbooks.

So you would have to use a different eVAR] value instead of Payment ID.

 

OPTIONS:

  • Action: Storage - Increment Value
    • Set a starting number like 100
      • e.g. So +1 means the next would be 101
  • Action: Formatter > Numbers > Perform Math Operation
    • Operation: Add
      • >Payment ID] + 100

 

Awesome help!
Going to try it now.
M

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