Robert@BA
Member
Hello,
I am working to automate the creation of a Sales Receipt in QBO when I close an Invoice in Zenoti. I have it most of the way, but I've gotten stuck.
The Workflow in question is called 'Zenoti Invoice Closed.'
I am successfully running each time an Invoice is closed within Zenoti, and I had it working great for single-line item purchases. I need to be able to capture multiple lines, though. I've added the 'Data Transformer (Pabbly): Line Itemizer,' which works great. I break out the multiple lines, and then because I have to search QBO to get the product ID for each item, I am using the 'Text Formatter (Pabbly): Split Text' to split the line items into separate rows.
From there, I search for my customer and then use the router to determine whether it is a current or new customer.
Here is where I'm stuck: I need to query QBO to get the ID for each of the products based on their name. How do I do this the same number of times as the number of line items in the original invoice? I can make it work perfectly, but it fails when the number of line items changes again. I'm sure this is something I'm just overthinking. Any help you might provide is greatly appreciated!
I am working to automate the creation of a Sales Receipt in QBO when I close an Invoice in Zenoti. I have it most of the way, but I've gotten stuck.
The Workflow in question is called 'Zenoti Invoice Closed.'
I am successfully running each time an Invoice is closed within Zenoti, and I had it working great for single-line item purchases. I need to be able to capture multiple lines, though. I've added the 'Data Transformer (Pabbly): Line Itemizer,' which works great. I break out the multiple lines, and then because I have to search QBO to get the product ID for each item, I am using the 'Text Formatter (Pabbly): Split Text' to split the line items into separate rows.
From there, I search for my customer and then use the router to determine whether it is a current or new customer.
Here is where I'm stuck: I need to query QBO to get the ID for each of the products based on their name. How do I do this the same number of times as the number of line items in the original invoice? I can make it work perfectly, but it fails when the number of line items changes again. I'm sure this is something I'm just overthinking. Any help you might provide is greatly appreciated!
