Adding products in a Deal to the Invoice

Indu Maheshwari
Indu Maheshwari Member Posts: 1 VERIFIED MEMBER
edited July 2022 in Apps and Integrations #1

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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  • Lawrence Stone
    Lawrence Stone Member Posts: 1 VERIFIED MEMBER
    edited February 2022 #2

    We use the API and Zapier integration to pull this info through. 

  • Paul Fernley
    Paul Fernley Member Posts: 2 VERIFIED MEMBER
    First Comment
    edited February 2021 #3
    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

  • Paul Fernley
    Paul Fernley Member Posts: 2 VERIFIED MEMBER
    First Comment
    edited February 2021 #4
    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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