Before you get started, it is essential that you set up this Zap: Create a new invoice in Quickbooks. Why? Details Flowers uses something called the 'Event ID'. The Event ID is how Details Flowers and QuickBooks can communicate back and forth (in other words, it is the identifier than ensures your payments go to the correct client record!)
When Details Flowers creates a new invoice in QuickBooks (via Zapier) we use the Event ID as the invoice number. For this Zap to work, the invoice in QuickBooks must be made via Zapier.
Note: This is not retroactive and will only apply to events you created after implementing this Zap.
Trigger:
First, click the Make a Zap button within your account. For the Trigger, search for QuickBooks Online. Make sure to select New Payment as your
Click Continue and then Test Step on the resulting screen. This will pull in recently made payments within your QuickBooks account. Select the one you would like to use and click Continue.
💡Make sure the payment record you select has a corresponding event in Details, and the Invoice for that event was created in QuickBooks using the Create A New Invoice in QuickBooks Zap.
If you use your Quickbooks Account to process more than just payments for Details Events, we recommend to add a filter step to your Zap. This will prevent the Zap from erroring, when it tries to log a payment from QuickBooks to Zapier that does not apply to a Details event.
To add this step, click the + symbol and select 'Filter by Zapier' as your action. In the Only Continue If section of the Configure & test tab, set the field to Line Invoice Doc Number.
Next, select (Text) Contains from the Drop-Down menu and type Details- in the last field.
Now, only events with a Details Invoice Number will continue to the final step of logging the payment in Details!
Action:
In your Action App, find Details Flowers, then use the Create Payment Record Action Step.
On the Configure tab of your action step, set the Find Type field to Event ID and then add the Line Invoice Doc Number data point from step 1 in the Event ID field using the + symbol.
Next, add the Date, Amount, and Description fields as shown below.
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Date - use the Line Invoice Meta Data Last Updated Time data point
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Amount - use the Line Amount data point
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Description - use the Line Invoice Domain data point.
These data points will be selected from step 1 using the + symbol for each line.
Finally, you will click Continue, then select the Test Step on the resulting screen. If no errors are present, click Publish to finalize your zap.
Have questions? Reach out to our support team at support@detailsflowers.com and we would be happy to assist you!