Adding products in a Deal to the Invoice
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Indu Maheshwari
Member Posts: 1 VERIFIED MEMBER
I have created a Deal with multiple Products in it. I have closed the Deal, and now want to generate the Invoice. My account is connected to QuickBooks. I was expecting that the invoice will auto-populate the Products, but that is not the case. Is there any way to auto-populate the products and amount as line items for the invoice.
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Comments
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We use the API and Zapier integration to pull this info through.
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Lawrence Stone said:
We use the API and Zapier integration to pull this info through.
Hey Lawrence,
That sounds like exactly what we need! How do you do that?
Paul
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Lawrence Stone said:
We use the API and Zapier integration to pull this info through.
Are you able to share your zap?
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