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

[Porte]

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?

 

[ArshilAhmad]

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.

Pabbly

connect.pabbly.com

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.

 

[Porte]

Thank you. I will give it a try!

 

[Porte]

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]

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.

Invoices | Zoho Invoice | API Documentation

www.zoho.com