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.
Question
How to fill custom fields in Zoho Books invoice drafts using Zapier?
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+14- Zapier Orchestrator & Solution Partner
- 34070 replies
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/
- Beginner
- 17 replies
Sorry, I'm using Zoho Books, not Zoho Invoice. Very confusing. But there is no Edit Invoice action for Zoho Books.
+14- Zapier Orchestrator & Solution Partner
- 34070 replies
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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