Create a QuickBooks invoice from a completed PandaDoc document

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Apps used in template

PandaDoc

Flow Control

QuickBooks

About

Create a new QuickBooks invoice (and a customer if it doesn't already exist) from a completed PandaDoc document.

PandaDoc document has to include a Pricing table. You can schedule the scenario to run as you need but adjust the first filter ("only the most recent") accordingly. For example, if it runs once a day, only documents modified in the last 24 hours should pass the filter.

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Array aggregator

Aggregator

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Action

Create a Contact

Creates a new contact.

Action

Create a Credit Card Payment

Creates a credit card payment.

Action

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Creates a credit memo.

Action

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Action

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Action

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Action

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Action

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