Please add customer currency selection to Zoho Books create customer

Status
Not open for further replies.

gone

Member
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:

1639734323638.png
 

Supreme

Well-known member
Staff member
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

2021-12-17_18h17_32.png
 

gone

Member
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.
 

Supreme

Well-known member
Staff member
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
 
Status
Not open for further replies.
Top