Hello everyone! We are needing to add a step to our workflow and am not successfully able to achieve this on my own so I am seeking some assistance from a Zap-savvy person.
Some context: we are using GoHighLevel CRM for our customers, and Quickbooks for all financials. We are currently implementing the native CRM→ QBO integration (which allows for invoices to sync) as well using a workflow to allow estimates to sync since the native integration is only at the invoice level and not the estimate. The goal is to have estimates (EST) created in CRM, synced to QBO which then creates that EST as well as the Customer***, then we convert the EST to an INV within QBO for payment.
*** The missing step we need is with any pre-existing or current customers in QBO. When the CRM attempts to send an EST to a customer that is already in QBO (for an additional order, for example) we are getting a ‘duplicate name exists’ error email from Zapier.
Is there anyone experienced with this issue who can offer some assistance please? This has been such a struggle but we are 80% there!
Attached are some screenshots of our current Workflow, Zap, and the Error message, for reference.
Thank you in advance!
