I have zaps which are triggered when a new invoice is created inside Quickbooks Online. They work well if the invoice is created from scratch in QBO. The zap is triggered and all steps complete. However, the same zaps will not fire if the invoice is created from an estimate within QBO.
It seems that estimates in QBO were an after thought in the Zapier integration. I can create them with zaps but I can’t SEND them. I have to manually open QBO, select the estimate, and send it from QBO. Then when the estimate is approved, I again have to go in to QBO and convert the estimate to an invoice. Then this newly created invoice is somehow different than a fresh invoice because it won’t fire the “new invoice” triggers in the QBO integration.
Best answer by christina.dView original