Creating multiple line items on Zoho Books

[Foreal]

Hi Pabbly Connect Community,

I'm trying to automate creating estimates in Zohobooks whenever a Jotform is submitted for our Airbnb-style business. I've successfully set up the Zap to create the estimate with the rental fee as the first line item. However, I need to add a second line item for the refundable security deposit in all estimates.

I tried adding a "Zohobooks - Update Estimate" action after the initial creation, but it replaced all existing data instead of adding the deposit as a new line item.

My Goal:

• For every JotForm submission, automatically create a Zohobooks estimate with two line items:
  • Line Item 1: Rental Fee (already working)
  • Line Item 2: Refundable Security Deposit (from JotForm field)

What I've Tried:

• Created a Zap with JotForm trigger and Zohobooks "Create Estimate" action for the rental fee.
• Added a subsequent "Update Estimate" action to include the deposit, but it overwrites everything.

How can I modify my Zap to automatically add the security deposit as a second line item to all Zohobooks estimates generated from JotForm submissions? I'm open to different approaches, including custom fields or alternative actions.
Thank you for any help you can provide!

 

[ArshilAhmad]

Hi @Foreal,

You can use a comma to separate two line items and enter the 'Refundable Security Deposit' as Line Item 2 in this manner.

 

[Foreal]

Hi @Foreal,

You can use a comma to separate two line items and enter the 'Refundable Security Deposit' as Line Item 2 in this manner.View attachment 35340

I'm trying to check it out, but I have a new error message.

I am not using any tax settings. I want tax completely left out of the calculation.

 

[ArshilAhmad]

Please try clearing this entire field of Line Item Reverse Charge Tax Id and see if this fixes the issue for you.

 

[Foreal]

Please try clearing this entire field of Line Item Reverse Charge Tax Id and see if this fixes the issue for you.
View attachment 35380

Thank you so much for your responses. I am still getting the same error message after clearing this Line Item Reverse Charge Tax ID.
Kindly note that i was just trying out different ideas to fix this and this is why the field was even filled. It used to be empty, meanwhile i get the same error message.

 

[ArshilAhmad]

Please allow us some time to look into this concern. We will get back to you with an update soon.

 

[Arshita]

Hey @Foreal

Could you please confirm whether you have set the "Reverse Tax ID" field as required in your Zoho Books account? This field might be the reason why you are facing difficulties in creating estimates in the Zoho Books account.

 

[Foreal]

I

Hey @Foreal

Could you please confirm whether you have set the "Reverse Tax ID" field as required in your Zoho Books account? This field might be the reason why you are facing difficulties in creating estimates in the Zoho Books account.


View attachment 35432

never heard of a Reverse Tax till now. I checked Zoho Book's Settings, and it's not enabled.

 

[Arshita]

Thank you for confirming.

Please allow me some time to check your concern with our team. I will get back to you soon.

 

[Foreal]

Thank you for confirming.

Please allow me some time to check your concern with our team. I will get back to you soon.

Hoping for a solution soon.

 

[Arshita]

We require additional time to investigate your concern thoroughly. Rest assured, we will notify you with an update. Your patience is highly appreciated.

 

[Foreal]

We require additional time to investigate your concern thoroughly. Rest assured, we will notify you with an update. Your patience is highly appreciated.

I understand the team needs some more time on this. I just thought to follow up.
Our discovery of Pabbly and it's ability to create multi-steps is one game changer for us. It would totally elevate our game in 2024.
Anticipating a response at your convenience.
Thanks

 

[Arshita]

Hey @Foreal

I appreciate your follow-up, and I want to assure you that our team is diligently working on your inquiry. I assure you that we are doing our best to address your needs comprehensively.

I truly appreciate your patience in this matter.

 

[Foreal]

Hey @Foreal

I appreciate your follow-up, and I want to assure you that our team is diligently working on your inquiry. I assure you that we are doing our best to address your needs comprehensively.

I truly appreciate your patience in this matter.

Hi Arshita,
Happy New Year!

I wanted to check in once more. This automation could be a gamechanger for my organization if it works.

Or should I consider breaking it into two single steps to achieve the multi-step process?

 

[Arshita]

Hey @Foreal

I appreciate your follow-up, and our team is working on your concern. I assure you that we are doing our best to address your needs comprehensively.

I truly appreciate your patience in this matter.

 

[Arshita]

Hey @Foreal

Could you please help me with the Zoho Books account credentials so our team can check and help you?

 

[Foreal]

Hey @Foreal

Could you please help me with the Zoho Books account credentials so our team can check and help you?

Yes sure,

[email protected]
User ID : 20085485714
Organization ID: 20092035757
Europe data center


please let me know if you need any additional information.

 

[Arshita]

Thank you for sharing the credentials.
Please allow me some time to check with our team. I will get back to you soon.

I truly appreciate your patience in this matter.

 

[Arshita]

Hey @Foreal

Thank you for your patience.
We've removed the "Reference line item Tax ID" field from the action step of creating an estimate in Zoho Books. Kindly confirm from your end and inform us if it is functioning as expected.

 

[Foreal]

Hey @Foreal

Thank you for your patience.
We've removed the "Reference line item Tax ID" field from the action step of creating an estimate in Zoho Books. Kindly confirm from your end and inform us if it is functioning as expected.

View attachment 36922

Thank you so much.
I noticed there's a "Create Estimate (beta)". It works now.

But i am facing another challenge.
While the automation works, it will encounter an error if the customer already exists. Is there a way to set a condition that if the customer exists, maybe using email as a unique identifier, find the contact and use that to create the Estimate?
Thank you so much for your relentless support, I'm grateful.

Ade