• Instructions to Ask a Question

    For any assistance, please click the "Ask a Question" button and select the Pabbly product for which you require support.

    We offer seven comprehensive applications designed to help you efficiently manage and grow your business:

    Our support team endeavors to respond within 24 business hours (Monday to Friday, 10:00 AM to 6:00 PM IST). We appreciate your understanding and patience.

    🚀 Exclusive Lifetime Offers 🚀

    We invite you to take advantage of our special one-time payment plans, providing lifetime access to select applications:

    • 🔥 Pabbly Connect — Lifetime Access for $249View Offer
    • 🔥 Pabbly Subscription Billing — Lifetime Access for $249View Offer

    Make a one-time investment and enjoy the advantages of robust business management tools for years to come.

Woocommerce -> Zoho Invoice New Order Creation when the Customer Already Exists

Porte

Member
Hi, I have created a Connection between Woocommerce and Zoho Invoice. When a new order is created in Woocommerce, an Invoice is automatically created in Zoho Invoice. But I've got 2 problems.

1) it works only when there customer doesn't already exist in Zoho Invoice. I understand that I need to create a "Route" to detect when the customer alreay exists, but I don't know how to do it
2) the Invoice that are created have a Draft Status and I tried to apply "True" to Send in the Action: Zoho Invoice Create Invoice, but it doesn't change anything.

Can you help me?
 

Attachments

  • Screenshot 2025-01-31 at 9.02.30 AM.png
    Screenshot 2025-01-31 at 9.02.30 AM.png
    223.3 KB · Views: 57

ArshilAhmad

Moderator
Staff member
Hi @Porte,

You can set up your workflow in this manner to achieve your desired use case. The workflow is just for reference (do not enable or use it directly); you need to make the same changes to your original workflow.

The router in this workflow will help you create a contact if it doesn't already exist in your Zoho Invoice account and then create an invoice for that newly created contact. If the contact already exists in your Zoho Invoice account, it will only create an invoice for that contact.

Try using the 'Email Invoice' action step to send an invoice to your contact. You can add this step as the last step in both of your routes.
1738353901289.png
 

Porte

Member
Your workflow solved our main problems, thank you for that. I have a few other questions:

  • When I create an invoice, it automatically appears as a Draft in Zoho Invoice. I understand that I can select "Send," which results in an email being sent to the contact person as well. However, I don’t want another email sent to the customer, as they've already received one when they ordered on our website. How can I mark it as "Send" without actually emailing the customer?
  • When Pabbly Connect creates an invoice, it indicates that the invoice has already been paid online. However, I can't configure the connector to simply state "Invoice Status: Paid." How can I resolve this?

Can you help me?
 

Preeti Paryani

Well-known member
Staff member
Hello @Porte,

This use case seems achievable. To mark the invoice status as paid, you need to add the Create Payment action after the Create Invoice action.
When Pabbly Connect creates an invoice, it indicates that the invoice has already been paid online. However, I can't configure the connector to simply state "Invoice Status: Paid." How can I resolve this?

However, the other use case doesn't seem possible due to API limitations, as there isn't any parameter to mark the invoice as sent there is only a parameter to send.


image (98).png
 
Top