About Zapier Community
New to our Community? Get to know more about our space and how to make the most of your time here.

Code of Conduct Community FAQ's Zapier Common Questions What to Expect

Get Started With Zapier
New to Zapier? We have got you covered with our Zapier 101 Resources.

Zapier Essentials

Get Support
Have a question? Let's get you an answer!

How Do I...? Troubleshooting Code & Webhooks Developer Zone

Other Help Resources
Wait, there's more! Check out these Community sourced spaces for additional resources.

Zapier Help Center Hire an Expert

Zapier Products
Learn more about Zapier's new products.

Zapier Tables Zapier Interfaces

Zapier Reading
All of our best learning resources can be found here.

Featured Articles Show & Tell AI Hub Zapier Tools Hub

Learning Groups
Excited to meet other builders? Check out our interest areas full of doers, dreamers, and in-betweeners.

User Groups

Other Learning Resources
Some of our favorite additional ways to upskill your Zapier knowledge.

Zapier Learn Zapier Blog Zapier Webinars

Product Updates
Check out what is new and upcoming with Zapier with our regular product updates.

Product Updates

Early Access Program
Want to join Early Access? Learn more here.

Question

Trouble Creating Zap to link Quickbooks Data with PandaDocs Template

  • 25 January 2023
  • 1 reply
  • 19 views
G

My Boss has tasked me with connecting our Intuit Quickbooks invoices (and their product and billing info) with our PandaDoc template so that the data will appear on our custom invoice document. This is necessary because we must display lengthy terms and conditions on our invoices to customers. We also want to centralize and organize our invoices with QB, so that the data can be auto-filled into the PandaDoc Template for future transactions. I have built out the ZAP as shown in the attached screenshots, yet the ZAP does move or do anything with PandaDoc after I press New Invoice on Quickbooks. How do I remedy this?

2 Attachments
This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

1 reply

shalgrim
Userlevel 6
Badge +8

Hi @GrantCoder,

That’s a live Zap, so I think you’ll need to click on the big purple Edit Zap button in order to get the editor to respond to your clicks there.

Hope that helps!

Let us know if you have any more questions

Terms & Conditions