Please add customer currency selection to Zoho Books create customer

Status: Closed · Asked by gone on · 0 views

gone — Question ·

Please add customer currency selection to Zoho Books create customer.

Currently,, these get assigned based on home currency, but in the system we can choose when adding customer...would like the same when automating:

Pabblymember11 — Reply ·

Hey @intem8

Our Integration team is currently working on it, kindly allow us some time.

Thanks

Pabblymember11 — Reply ·

Hey @intem8

We have added the Currency field in the "Create Contact" action event, to retrieve the currency Id for the particular Organization you can use the "List Currencies" action event.

Kindly try now by re-connecting the action event at your end and let us know how it works for you.

Regards

gone — Reply ·

That's really fantastic...so fast!
May I ask if you're able to add anything so that the generated invoice can be emailed out. Currently, the automation produces an invoice in draft. Would be great if it could be a live invoice and emailed out?
Many thanks! Have a great weekend.

Pabblymember11 — Reply ·

Hey @intem8

add anything so that the generated invoice can be emailed out. Currently, the automation produces an invoice in draft. Would be great if it could be a live invoice and emailed out?

We cross cheked the API documentation for your corner on Live Invoice and email it out in Create Invoice action step, both the options are not available on it.

So, it might not be possible to implement in the action step.

Thanks

gone — Reply ·

Understood. Thank you.

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