stellar.tone
Member
I want to create a zoho books invoice from an email recieved.
Standardized Email received with customers email and name, in zoho books, search for customer using email, if it's a new customer, create customer, then create invoice. If it's an existing customer, look up customer using email, create invoice.
My workflow is getting stuck because pabbly/zoho books needs a contact ID to create an invoice, however, if a customer is new, no contact ID will be found. I'm unsure how to identify and tell pabbly that no contact ID is found, then to proceed to create the contact using name and email that is within the body of the email message received..
What am I missing/doing wrong? How can this be done?
Workflow is here:
connect.pabbly.com
Standardized Email received with customers email and name, in zoho books, search for customer using email, if it's a new customer, create customer, then create invoice. If it's an existing customer, look up customer using email, create invoice.
My workflow is getting stuck because pabbly/zoho books needs a contact ID to create an invoice, however, if a customer is new, no contact ID will be found. I'm unsure how to identify and tell pabbly that no contact ID is found, then to proceed to create the contact using name and email that is within the body of the email message received..
What am I missing/doing wrong? How can this be done?
Workflow is here:
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