Create Zap for New Invoice
What should happen to the invoice when a new participant registers? You can specify that the invoice PDF should be sent to your Google Drive account, for example, or emailed to a specific address with each registration.
Tip: Connect Zapier with edoobox
Here you will find instructions on how to connect edoobox with Zapier.
In the first step, select the app and event A for the trigger. Subsequently, the account will be queried; if an edoobox account is already linked, it can be selected, or a new account can be linked and retested.
Next, define the action for the invoice. In our example, we want the invoice PDF to be saved to Google Drive with each registration. However, the Google Drive account must first be linked in the next step. Afterward, individual specifications can be made, such as selecting the target folder, and the PDF URL B should also be provided.
Finally, «Turn on Zap» and you're ready to go!
Tip: Use Templates
Save time by using our templates for a new Zap. Access the edoobox App templates here.
Related Guides
Keywords for this guide
Zapier ¦ Zap ¦ Trigger ¦ Action ¦ New Invoice