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?
Trouble Creating Zap to link Quickbooks Data with PandaDocs Template
This post has been closed for comments. Please create a new post if you need help or have a question about this topic.
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.