Nov 08, 202311:20 AM - edited Nov 08, 202311:21 AM
Created a simple form to submit a work order for repair services. User selects services needed from multi-select field.
What is the best way to extract the services and create a line item for each service selected so that I can auto populate an estimate in quickbooks?
I was thinking about creating a new table called "billable items" and have a script run when the form is submitted to create a line item for each invoice while still including the customer information submitted on the form in each line item.
Airtable record created
script runs creating 1 record per service requested in a separate table
each line sent to QB for estimate creation
Will this work? Im not sure the simple zap will be able to dynamically adjust to different amount of line items. One work around for this was thinking I could have a new "view" auto created for the billable line items that need to go on one invoice. I thought I could have the view named dynamically with an id number so that my zap can pull the id number to lookup the view name?
I am trying to avoid doing service 1, service 2, service 3, service 4 service 5 fields and corresponding quantity fields on my form.