Hello, I found some old threads regarding this question, but they were closed for comments and no updates. I’m trying to build a zap that creates a new invoice draft in Zoho Books when a Bigin deal reaches a certain stage, but it doesn’t appear that I can fill in my invoice custom fields when using the create invoice action. Is there any update on this feature? It would be very helpful! Thanks for your time.
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Hi
Try these Zap actions:
- Zoho Invoice - Update Invoice
- See if that supports the custom fields
- Zoho Invoice - API Request
- Zoho Invoice API: https://www.zoho.com/invoice/api/v3/introduction/
Sorry, I'm using Zoho Books, not Zoho Invoice. Very confusing. But there is no Edit Invoice action for Zoho Books.
Similar feedback...explore using the Zoho Books API: https://www.zoho.com/books/api/v3/introduction/
Zap action: Zoho Books - API Request
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